Tools
Tools to help you make smart decisions about your child's Section 530A account.
Calculator
Growth Calculator
Project how much your child's account could grow by age 18. Adjust contributions, fund selection, and see the impact of expense ratios.
Comparison
Fund Comparison
Compare eligible index funds side-by-side by expense ratio, 10-year returns, and minimum investment.
Quiz
Fund Recommendation Quiz
Answer four quick questions and we'll recommend the fund that best fits your situation.
Calculator
Rollover Comparison
Should you move your child's account from Robinhood to Fidelity, Vanguard, or Schwab? Run the numbers.
Wizard
Trump Account Form Generator
Open your child's Trump Account (Section 530A) by generating IRS Form 4547. Print-ready PDF with your state's mailing address.