Columbia Management

General Investing

Asset Allocation Profiler Determine which asset allocation model may be right for your portfolio.

Time Value Calculator Estimate the future value of an investment based on different rates of return.

Taxable-Equivalent Yield Calculator Compare the after-tax returns of various types of bonds with different tax treatments.

College savings

Education Funding Planner Generate a comprehensive, personalized report which provides an analysis of future college costs and presents options for building an investment plan.

College Cost Projector Calculate the future cost of a college education based on the estimated current cost.

529 State Tax Deduction Calculator Determine the potential net value of a state tax deduction.

Cost of Waiting Calculator See the potential impact of delaying a savings plan.

Quick EFC Calculator Prepare an approximation of the Expected Family Contribution (EFC).

The calculators are provided by one or more third party service providers. The figures entered on the input page of the calculators are for hypothetical purposes only. You should enter figures that are appropriate to your individual situation. The results provided by the calculators are also intended for illustrative purposes only and accuracy is not guaranteed. Columbia Management and its affiliates are not tax or legal advisers. These calculators are not intended to offer any tax, legal, financial or investment advice and does not assure the availability of or your eligibility for any specific product offered by Columbia Management, its affiliates or any other institution, nor do these calculators predict or guarantee the actual results of any investment product. The terms and conditions of products offered by institutions will differ and may affect the results of the calculators. Please consult with a qualified financial and/or tax professional to discuss your situation. On calculators that require you to select an anticipated investment return, consideration should be given to factors affecting your potential return such as investment objectives, risk tolerance, and the time horizon for the investment. Remember, past performance is no guarantee of future results.