The Wells Fargo Advantage Funds® Education Planner is a quick
and easy tool designed to help you put together a financial plan for a child's
education goals. Benefits of the tool include:
Determine if your current plan is on
track. Provide basic information about your financial situation (e.g.,
income, tax bracket, current investments) and your child’s educational
plan (e.g., years to college, estimated tuition) and the tool will then
calculate if you are on the right track or if there is an expected shortfall.
Select a college of choice.
Whether it’s a private ivy league school or a state university, you
can select from national colleges and universities to calculate how much
you will need to invest to afford that particular school's tuition in the
future.
Play “What Ifs” to
see the impact of raising or lowering your rate of return or monthly contributions.
Save your plan so that you can
review it or make adjustments at a later date. You can even create multiple
plans so you can compare different scenarios.
E-mail the plan to yourself,
a spouse, or a financial advisor. They will receive a Web site link to the
education planner showing your preset calculations.
This planner is provided for educational and illustrative purposes
only. The accuracy of the calculations and their applicability to your circumstances
are not guaranteed. The content has been provided by a third party. Wells Fargo
and the third party make no representations as to its accuracy and assume no
liability for such content. It is being provided to you as a convenience, and
Wells Fargo is not endorsing the content or its source.
Next Steps
Give the gift that lasts a lifetime – start investing in your child's education today!
