MAKE YOUR FREE Education Cost Worksheet
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What is an Education Cost Worksheet?
It's never too soon to start planning for your child's college education. An Education Cost Worksheet can help, whether your kid is a newborn or in middle school. You need to know exactly how much money to save each year to make it happen. Once you go through this worksheet, you will then be able to produce an investment schedule for each child, which can function as an investment goal that can be reviewed and revised as things change. The Education Cost Worksheet also provides recommendations and information on different investments to consider, education tax incentives, and college financial aid. Using an Education Cost Worksheet helps you plan for your child's future.
When to use an Education Cost Worksheet:
- You want to calculate how much to save per year for a college fund.
- You'd like to compare investments and tax incentives for a college education for your children.
- You just want to figure out how much college is going to cost for your children.
- You need more information on college financial aid.
Sample Education Cost Worksheet
The terms in your document will update based on the information you provide
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EDUCATION COST WORKSHEET
Prepared on
Investment Schedule -
Number of years in college:
Estimated annual college costs:
Expected annual college costs inflation percentage:
Current savings:
Expected annual earnings rate on savings: