picture of calculator for college savings

Our College Savings Calculator Sets the Stage

How Much Should I Save: College Savings Calculator

With summer break just around the corner, you may be all too ready to set aside anything related to school planning and focus on other pressing responsibilities. However, there are some school planning issues that benefit from immediate, rather than future, attention. Namely, college savings.

We tend to hear considerable groans and sighs when we bring up the topic of saving for college, and we certainly understand why. With so many other immediate financial needs, plus saving for your own future, it’s difficult to prioritize saving for your child’s college education.

However, the sooner you begin saving the easier it will be! Often, simply calculating the end amount and necessary monthly savings required forms enough of a foundation to spur parents on to begin this important step towards realizing their child’s future education expenses.

College Savings Calculator

We’ve provided a college savings calculator that will enable you to do just that. This financial tool provides a solid basis for calculating your college savings in addition to allowing you to immediately determine a variety of financial figures.

The college savings calculator automatically registers the projected inflation rate of 4.8% (The College Board, 2017) along with a variety of other factors. You’ll be able to adjust your monthly contribution amount, rate of return on your investments, the expected college tuition, and more. Once you have a clear understanding of how much to save for college, our tax experts will be happy to help make your plan a reality.

There are a variety of college savings plans available from the traditional 529 college savings plans to custodial accounts to Roth IRAs.  All of these options may seem overwhelming, but you can trust the knowledgeable staff of Perry & Associates to help you determine the best option for you and your family.

Our trained associates never recommend a one-size-fits-all solution for college savings plans. So much depends on your current financial situation, financial assets, modes of income and current tax bracket. We partner with you to find unique solutions that will help you save for college and save on taxes.

Looking at your entire financial picture, we walk through the best options and layout an exact, easy-to-follow plan for your child’s college savings. Perry & Associates has offices located in Marietta, Cambridge and St. Clairsville, OH as well as Vienna and Wheeling, WV, giving you local, personalized service where and when you need it.

Get started today with our college savings calculator. And then give us a call and find a qualified partner to help you plan your success!



RSM Alliance Press Release

Perry & Associates Certified Public Accountants, A.C. announces membership with RSM US Alliance


Perry & Associates CPAs, A.C. will have access to global resources through RSM US Alliance while maintaining their independence and entrepreneurial culture


Marietta, OH – (May 2, 2019) – Perry & Associates CPAs, A.C. joins RSM US Alliance, a premier affiliation of independent accounting and consulting firms, effective April 30, 2019. This affiliation gives Perry & Associates CPAs, A.C. access to a full range of national and international capabilities through RSM US LLP. RSM US Alliance has more than 75 independent member firms in 38 states, the Cayman Islands and Puerto Rico.


Perry & Associates CPAs, A.C. accepted membership in RSM US Alliance to expand their services to their clients and people. Perry & Associates CPAs, A.C. will have access to new tools, expertise and practice management resources, including technical resources, marketing and business development, practice management, talent management and career development, dedicated client services, and networking opportunities. This access includes a broad range of national and international resources.


Perry & Associates CPAs, A.C. President, Jodey L. Altier had this to say about the collaboration, “We are thrilled to join RSM US Alliance.  Our firm mission is to understand client needs and to provide extensive services to those clients and enhanced development for public accountants without leaving our small-town communities.  Having access to the resources of RSM, a large global firm, will help us meet our mission.  The RSM group we’re working with are some of the highest caliber professionals with some of the most dynamic resources I’ve seen in my career.  Our firm and clients will benefit greatly from this alliance.”

Perry & Associates CPAs, A.C. will continue to retain their independence, individual name and visual identity. Clients of Perry & Associates CPAs, A.C. will continue to work with the same local teams they know and trust.


About Perry & Associates CPAs, A.C.

Perry & Associates CPAs, A.C. (www.perrycpas.com) was initiated on May 1, 1974 by the founding partners. Since that time the Firm has had a steady growth of clientele and has added employees as needed. In 1983, a decision was made the Firm would expand our auditing practice and we would specifically pursue the area of governmental and non-profit auditing. This held true until 1991, when we expanded our auditing services to for-profit entities and we also started using the expertise in our audit staff to perform management service consulting.


The Firm has five offices, located in Vienna, West Virginia; Marietta, Ohio; Cambridge, Ohio; St. Clairsville, Ohio; and Wheeling West Virginia. There is 1 shareholder that owns the Firm. Jodey L. Altier is the sole Shareholder, President, and Managing Partner in charge of every audit performed by the Firm and she is located in our Marietta office. Jeff Brooks is the Vice-President of the Firm. As of November 8, 2018, the Firm has obtained re-certification in the Ohio Department of Administrative Services Equal Opportunity Division Encouraging Diversity, Growth and Equity (EDGE) Program. The Firm offers forensic accounting as part of its Tax, Audit, Review, Consultation, Bookkeeping, Payroll and Litigation Support services. Forensic Accounting is the integration of accounting, auditing and investigative skills. Forensic accountants are trained to look beyond the numbers and deal with the business reality of the situation.


About RSM US Alliance

RSM US Alliance provides its members with access to resources of RSM US LLP. RSM US Alliance member firms are separate and independent businesses and legal entities that are responsible for their own acts and omissions, and each are separate and independent from RSM US LLP. RSM US LLP is the U.S. member firm of RSM International, a global network of independent audit, tax, and consulting firms. Members of RSM US Alliance have access to RSM International resources through RSM US LLP but are not member firms of RSM International. Visit rsmus.com/about us for more information regarding RSM US LLP and RSM International. The RSM™ logo is used under license by RSM US LLP. RSM US Alliance products and services are proprietary to RSM US LLP.