Compound · 529 Planning Engine · 2026

Your Child Is 6.
College Is 4,380 Days Away.

Days Remaining · Live
4,383
Counting Down in Real Time

Here's exactly what to do with each one.

$36,436
Avg. annual 4-yr public tuition, 2025
+6.8%
Annual tuition inflation rate
$312,000
Projected 4-yr cost, class of 2043
Section 01 · Macro Tuition Analysis

Tuition has outpaced inflation by 3.4× since 2005. The gap compounds every semester.

While the Consumer Price Index has risen 46% over the past two decades, average four-year public university tuition has climbed 153%. Private institutions have accelerated even faster. By 2043, a four-year private degree is projected to cost $205,000 in today's dollars — before room, board, or fees.

Annual Cost of Attendance · 2005–2043 Projection

Public 4-yr
Private 4-yr
CPI-Adjusted

Source: College Board Trends in College Pricing · Post-2025 values are projections assuming 6.8% annual tuition inflation · CPI baseline indexed to 2005 public tuition

4-yr Public, Class of 2043

$118,200

Total tuition only

4-yr Private, Class of 2043

$205,000

Total tuition only

Total cost w/ room & board

$312,000+

Private, class of 2043

Section 02 · 529 Plan Mechanics

Families who start before age 3 accumulate 47% more than those who start at age 6 — same monthly contribution.

A 529 is a tax-advantaged investment account specifically designed for education expenses. Contributions grow tax-free. Qualified withdrawals — tuition, fees, room and board — are never taxed. The compounding effect of an early start is not incremental; it is exponential.

01

Contribute

After-tax dollars go in. Up to $18,000/year per beneficiary without gift tax. 5-year superfunding allows $90,000 lump sum at birth.

Tax-free growth begins day one
02

Invest

Choose from age-based or static portfolios. Funds invest in mutual funds and ETFs. Rebalance twice per year per IRS rules.

Market-linked returns, education-locked
03

Withdraw

Qualified distributions for tuition, fees, books, room & board — completely tax-free. Unused funds roll to Roth IRA starting 2024.

Zero federal tax on qualified use

Contribution Schedule · Projected to Age 18 · 7% avg. annual return assumed

★ Highlighted rows = start before age 3
Start AgeEnd AgeMonthlyTotal InProjected ValueTax Savings*
018$200/mo$43,200$89,400$8,640
018$400/mo$86,400$178,800$17,280
318$200/mo$36,000$61,200$7,200
318$400/mo$72,000$122,400$14,400
6You are here18$200/mo$28,800$40,600$5,760
6You are here18$400/mo$57,600$81,200$11,520
1018$200/mo$19,200$23,400$3,840
1018$400/mo$38,400$46,800$7,680

* Tax savings estimate assumes 20% effective state + federal marginal rate on earnings growth · Projections are illustrative, not guaranteed

Section 03 · State Tax Deduction Comparison

Your zip code is worth up to $990/year in free state tax deductions — if you use the right plan.

34 states and Washington D.C. offer a state income tax deduction or credit for 529 contributions. The maximum annual benefit ranges from $0 (California, Texas, Florida) to nearly $1,000 for Illinois joint filers. You are not required to use your own state's plan — but the deduction usually applies only to in-state contributions.

Click any column header to sort · Top 10 states by annual tax benefit

StatePlan NameSingle DeductionJoint DeductionState Tax RateMax Benefit/yrRating
IllinoisBright Start$10,000$20,0004.95%$990A
New YorkNY529 Direct$5,000$10,0008.82%$882A
IndianaCollegeChoice 529$1,500$3,0003.23%$750A
PennsylvaniaPA 529$17,000$34,0003.07%$522A
VirginiaInvest529$4,000$8,0005.75%$460B
MichiganMI Education Savings$5,000$10,0004.25%$425B
OhioCollegeAdvantage$4,000$8,0003.99%$319B
Utahmy529$2,290$4,5804.85%$222B
CaliforniaScholarShare 52913.3%C
TexasTexas College SavingsNo taxC

Rating based on deduction generosity, plan investment options, and fees · Source: NASRA, College Savings Plans Network 2025 · Consult a tax advisor for your specific situation

Out-of-state plans are often superior investment vehicles

Utah's my529 and Nevada's Vanguard 529 consistently rank among the lowest-fee plans nationally, even for non-residents who forfeit the state deduction. Run the math: lower expense ratios over 18 years often outweigh a $300–$500 annual deduction.

Section 04 · Portfolio Projections · 2025–2043

The difference between conservative and aggressive at age 18: $188,400. Same $400/month. Different allocation.

Three model portfolios, all beginning with $400/month at age 6. The aggressive model assumes equity-heavy positioning through age 14, shifting to preservation in the final four years — the standard age-based glide path. All projections assume the child enrolls in fall 2043.

Conservative
$160k

By fall 2043

4.5% avg return
80% bonds, 20% equities
Balanced
$237k

By fall 2043

7.0% avg return
60% equities, 40% bonds
Aggressive
$348k

By fall 2043

9.5% avg return
90% equities, 10% bonds

Projected Portfolio Value · $400/month · Age 6 Start

All projections assume $400/month contribution, age 6 start, 2025 dollars · Conservative: 4.5% avg. annual return · Balanced: 7.0% · Aggressive: 9.5% · Actual returns will vary

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