529 State Tax Calculator

Beneficiary information: Full name, date of birth, and Social Security number of the person the plan is for.
Account owner information: Your full name, address, date of birth, and Social Security number and the same for any joint account owner (optional).
Initial contribution: You can open an account with as little as one dollar.
Banking details: If you are setting up automatic deposits, you will need your bank routing number, account number, and phone number. If funding from a Schwab One ® brokerage account, have the account number ready and make sure checking features are included (call 888-903-3863 if you have questions).

Discover how potential tax advantages could help your education savings go further.

Use our calculator to estimate your state's possible deductions or credits to see how they could impact your savings over time. The Schwab 529 Plan is sponsored by the state of Kansas and available to families in every state, so you can start saving no matter where you live.