Planning Tools & Calculators

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  • Third party tools are provided for informational purposes only and are not intended to be, and should not be construed as, legal or tax advice or a legal opinion. Fidelity cannot guarantee that the information and content supplied in these tools is accurate, complete, or timely. Fidelity does not make any warranties with regard to these tools' information or content or the results obtained by their use. Fidelity disclaims any liability arising out of your use (or the results obtained from, interpretations made as a result of, or any tax position taken in reliance on information provided pursuant to, your use) of the information or content furnished in these tools. The third-party providers of these tools are not affiliated with Fidelity Investments.
  • The Fidelity Yield Investigator is an educational calculator made available for investment professional use only. Results are based upon user inputs and historical and current index performance. The calculator does not forecast markets, provide recommendations, nor project how a certain security or securities may perform. It is not possible to invest directly in an index.
  • The College Savings Planner and State Tax Deduction Calculator are offered and maintained by Archimedes Systems. Fidelity Investments is not affiliated with Archimedes Systems.
  • Units of 529 Portfolios are municipal securities and may be subject to market volatility and fluctuation.
  • You may want to consult with your clients on the state tax advantages of their own state’s 529 plan.
  • Before investing, consider the Plans’ investment objectives, risks, charges, and expenses. Call or write to Fidelity or visit advisor.fidelity.com for a free Offering Statement. Read it carefully before investing.
 
 

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