Financial Calculators

Generational Savings Calculator

Model savings accounts for kids' cars at 16, college after senior year, postgraduate degrees after college, and home down payments at age 25. Costs are entered in today's dollars and inflated to each milestone.

Starting Amount per child
$10,000
Monthly contribution per child
$1,000
Ending balance
$0
Total invested
$476K
Investment growth
$326K
Shortfall
$956.3K

Children Information

Set age and current grade for milestone timing.

Child 1
Child 2

Generational savings path

Combined balances across 2 children over 20 years.

Car milestone

Assumes a car purchase at age 16.

$

Home down payment milestone

Assumes a down payment at age 25.

$
yrs

College cost assumptions

Enter tuition and board in today's dollars. Future milestone withdrawals inflate from these current costs.

$
$
%

Applied to future milestone withdrawals.

Current annual cost
$53,000

Postgrad degree milestone

Enter postgrad tuition and board in today's dollars. Future withdrawals inflate from these current costs.

$
$
yrs
Current annual postgrad cost
$84,000

Simple Investment Assumptions

Use one starting amount, one monthly contribution, and one market return.

Advanced mode
$
$

Yearly contribution: $12,000

%

Custom return

0

Index presets use approximate 30-year annualized historical total-return averages with dividends reinvested. They are planning assumptions, not forecasts.

Individual account balances

Separate lines show each child's balance and milestone costs.

Child account summary

Balances, contributions, earnings, withdrawals, and milestone coverage by child.

Child 1
Ending balance$0529 balance$0Brokerage balance$0Contributed$226,000Interest earned$130,994Car paid$39,143College paid$299,461Postgrad paid$151,921Down payment paid$19,853Shortfall$342,791
Child 2
Ending balance$0529 balance$0Brokerage balance$0Contributed$250,000Interest earned$195,041Car paid$41,527College paid$171,551Postgrad paid$50,681Down payment paid$27,898Shortfall$613,471

Year-by-year child table

Starting balances, contributions, earnings, and milestone expenses by child for each year from today.

YearChildStarting amountContributionsEarningsMilestone expensesEnding balance
1Child 1$10K$12K$1.7K$0$23.7K
1Child 2$10K$12K$1.7K$0$23.7K
2Child 1$23.7K$12K$3.2K$0$38.9K
2Child 2$23.7K$12K$3.2K$0$38.9K
3Child 1$38.9K$12K$4.7K$0$55.6K
3Child 2$38.9K$12K$4.7K$0$55.6K
4Child 1$55.6K$12K$6.5K$0$74.1K
4Child 2$55.6K$12K$6.5K$0$74.1K
5Child 1$74.1K$12K$8.4K$0$94.5K
5Child 2$74.1K$12K$8.4K$0$94.5K
6Child 1$94.5K$12K$10.6K$0$117.1K
6Child 2$94.5K$12K$10.6K$0$117.1K
7Child 1$117.1K$12K$12.9K$0$142K
7Child 2$117.1K$12K$12.9K$0$142K
8Child 1$142K$12K$15.5K$0$169.6K
8Child 2$142K$12K$15.5K$0$169.6K
9Child 1$169.6K$12K$18.4K$39.1K$160.9K
9Child 2$169.6K$12K$18.4K$0$200K
10Child 1$160.9K$12K$17.5K$0$190.4K
10Child 2$200K$12K$21.6K$0$233.6K
11Child 1$190.4K$12K$14.4K$71.6K$145.2K
11Child 2$233.6K$12K$25.1K$41.5K$229.2K
12Child 1$145.2K$12K$9.5K$73.7K$93K
12Child 2$229.2K$12K$24.7K$0$265.9K
13Child 1$93K$12K$3.8K$75.9K$32.9K
13Child 2$265.9K$12K$21.9K$75.9K$223.9K
14Child 1$32.9K$12K$1K$78.2K$10.5K
14Child 2$223.9K$12K$13.3K$78.2K$128.2K
15Child 1$10.5K$12K$670$127.7K$10.5K
15Child 2$128.2K$12K$1.7K$80.6K$10.5K
16Child 1$10.5K$12K$670$131.5K$10.5K
16Child 2$10.5K$12K$574$83K$10.5K
17Child 1$10.5K$12K$670$0$10.5K
17Child 2$10.5K$12K$670$135.5K$10.5K
18Child 1$10.5K$12K$670$255.4K$0
18Child 2$10.5K$12K$592$139.5K$1K
19Child 1$0$0$0$0$0
19Child 2$1K$12K$776$0$13.8K
20Child 1$0$0$0$0$0
20Child 2$13.8K$12K$2.1K$270.9K$0

About this generational savings calculator

This generational savings calculator models a broad family savings plan for children across multiple future milestones: cars, college, postgraduate degrees, and home down payments.

The model uses today's estimated costs, inflates them to each milestone date, compounds a shared investment balance, and shows whether planned contributions cover the combined future goals.

How to interpret the result

A remaining balance means the modeled savings plan covered each milestone and still had funds left. A shortfall means one or more milestone costs exceeded the projected savings balance.

What to verify

Review realistic tuition, vehicle, graduate school, housing, gifting, tax, aid, and account-ownership assumptions before using the result for a real plan.