Lump Sum Trust Group Modeler

Seed one communal trust pot. Remove portions for each child at 21, ensuring equal real payouts.

Your assumptions

Children

First child is born at year 0. Later children are spaced by months after the previous birth.

Initial lump sum ($) Deposited once at the funding month offset below Funding months from first birth Negative = fund before birth; 0 = at first birth Average CPI (%) Policy estimate — ~10-year US CPI lookback (BLS) Average market growth (%) Policy estimate — ~10-year S&P 500 total return

Lump Sum Trust Group Modeler

Your assumptions

Results