How much did/will you have saved for child by college time?

@FCCDAD We have 3 kids that have either already earned their degrees and have careers or are in college currently. Our kids do know our budget going into it. They also know that we don’t qualify for need-based aid. They also know we refuse to take out loans. Since the maximum loan students can take out is $5500, they know that finances are going to be the number one factor determining where they can attend.

Call it whatever you want. “No, not in our budget” is a very accurate response in terms of discussing many schools.

“I don’t know when I will be more excited, when we have no more college expenses or no more mortgage.”

@1214mom, Our mortgage is so inexpensive I don’t care if we never pay it off - but having no more tuition is huge weight off my shoulders. We’ve been paying it, in one form or another, for 15 years.

“Yes, paying for college out of cashflow is a tight-rope walk with no net. And how do you know that your kid won’t end up going to a private school?”

All the private schools my S applied to gave him merit aid - between $22K and $30K a year - so we were never going to have to pay $60K. Worst case scenario he would have gone to the state school he was accepted to for $20K or so a year.

This is an interesting thread.

My father purchased $5000 US Savings bonds for each of his grandchildren at birth as a way to think about future college.

I am not able to work due to a medical issue (which started shortly after my third child was born). I had not worked long enough to qualify for disability, so we have been a 1-income family and I have been a SAHM since shortly after college. So if it wasn’t for my father’s contributions, and $20K we managed to invest into a 529 plan, we would have had no college savings.

On top of my own, we have had other medical issues that have gotten in the way of savings. DH has amassed $220K in his 401(k) account by contributing to the company match. But we have only $2400 in emergency savings, and we live very frugally on his now $75K salary.

As we attended college visits, it always amazed me when the Ivies tell us that 60% of students get some financial aid - that means 40% are able to afford $65K per year for 4 years! Holy smoke. I suppose if we had 2 wage earners for the past 20 years, we’d be in different shape, especially savings wise.

Thankfully, DS1 is at an Ivy and DD1 was accepted to Yale, so we know we will be able to afford their college expenses thanks to fantastic, generous, need based financial aid, and they will graduate without any loans.

We got lucky, because they were lucky and worked really hard to get into great schools. Had they not, we told them they would have had to apply for scholarships and or take loans to afford college.

We did not expect to incur additional tax when we redeemed the bonds to pay the family share of my son’s first year. But because he got financial aid that covered his tuition and fees, our share was applied to room and board. Bond redemption for education expenses do not apply to room and board, so we had to pay tax on the interest on the bonds we redeemed.

I should not complain, because we are very very fortunate, especially compared to many families.

While we WANT to provide more for our kids, they had had to learn some of life’s unfair lessons early. Make the most out of the cards you are dealt. Consider yourself lucky to be able to even play with some of the others. My late mom was fond of the asking us, when we even hinted about wishing we had more - “Do you wish you were born rich instead of beautiful?” My own kids have heard me repeat this many times.

When DS first went to college, he was self-concious about coming from a public high school, and was a little annoyed by some of the comments that the privileged kids made about “the reason we have to pay so much is for other kids who don’t have to pay anything.” Of course, he turned it around on them when he said “isn’t it great that all our degrees will say the same thing, so despite the fact that some kids can’t afford the SAT prep courses and private high school tutors, once we are here we can learn as much from each other as from our professors”. Now in his junior year, those same kids are among his closest friends. While my son felt awkward because he had relatively little, his friends felt they got looked at differently since they came from privilege (having their own sports car, spending the summer converting dad’s “old” yacht for a oceanography research project).

What you have, or don’t have, doesn’t define who you are. It sometimes will give you a perspective that you didn’t know you had, and that you might someday be fortunate to even overcome.

“paying for college out of cashflow” - It seems like that would be tough for a family that didn’t have enough cashflow for college savings. Hmmm… maybe part of it is a switch from 401K savings to college costs.

@colorado_mom - financial aid calculations ignore 401(k) savings but they expect you to use (at least some of ) college savings. So it usually makes the most sense to keep saving in 401(k)

It seems you can either be on Team IRS and take the 401k tax savings, 529 savings, find other credits and deductions, or you can be on Team FAFSA and never save anything. Doesn’t seem that these two agencies have the same goals, at least for savings.

Financial aid calculations do not ignore 401k savings for the year you are filing, only the balances that were in the account from prior tax years.

3puppies, if you are contributing $10k to your 401(k) while your kid is in college, the schools will assume that 10k is available instead for college expenses. They don’t look at $$ already in your 401(k), but they DO expect you to cut back on retirement contributions while your kid is in college.

@countingDown , I am not so sure I agree with you, but as I said, 2 of my pups that have been through this have gotten Ivy financial aid, so I am wondering if those schools, which use both FAFSA and their own supplements, treat 401(k) contributions as available or not. Does anyone know for sure? It would seem to me that schools with generous aid packages completely based on their own determination of Expected Family Contributions might have a different calculation than schools that only use the FAFSA.

Three years ago, when DS1 got his acceptances, his Ivy school was far more generous than the LAC. He passed up on a free full ride to flagship state school because we felt we could handle the minimally higher cost to us of his Ivy. Flagship State also would have meant attending with several students from his high school, and he found he does better surrounding himself with other smart kids.

Even though this has been a struggle for us, we know too well that it could be much worse. It has been the best thing that ever happened to him.

IRA/401k deductions are absolutely added back in to the FAFSA calculation (just did two this afternoon), but private schools can do whatever they want - add it back, ignore it, make some other calculation. I would never give up the 401k and, in my case, a fantastic matching program just to qualify for a Pell grant or some extra financial aid because it is like giving up a 3-10% raise from the matching and because saving for retirement is very important.

@3puppies - Right, I was thinking that through. So I supposed a family could pay some college out of cashflow… if they had been saving in 401K (or other ways) prior and could cut back. Otherwise not sure how they’d do it.

Every school my kids applied to threw 401(k) contributions back into the EFC. YMMV, but most posters have reported the same process. The only scenario in which I could see a school adjusting for that is if you were close to retirement age and you were seriously underfunded in your retirement accounts.

If I remember it correctly, I did cut back on my 401K contrubutions during those college years. I had to when the tuition alone was like a half of our take-home income and our morgage payment was high. Our income in his last year of college was low but we were no longer full pay by that time.

Assets prevented us from receiving any financial aids in DS’s freshman year from EVERY college DS was accepted to. That is, every college asked us to be full pay. And we are a 1-income family and our income was not that high. We must have applied to a “wrong” set of colleges if the money was our only concern.

The problem is the AGI has those contributions already deducted and not reflecting your net come. So they will adjust it back.

^ Agree. From college’s POV, the 401K contributions in the base year are essentially added back to AGI.

If you want the 401K money to be “not counted as significantly”, contribute the money prior to your base year. (This is for a private college at least, Pure FAFSA schools may be different but I do not know.)

We’ve saved approx. $100,000 for kids college. We don’t know if we will qualify for any financial aid, at least where he is accepted so far. UT said we get 0, Kid got MIT EA and we don’t know what, if anything they will give. He is a National Merit Finalist and a Hispanic Scholar, so hope he gets something. As it is, we can outright afford 2 years at MIT, but we are nearing retiring so we expect income to go way down in the next 2 years.If they give us some aid, our funds can stretch for the 4 years. Kid will be devastated if MIT is not doable. Also applied to Harvard, Duke, JHU, Rice, WashU, and Princeton. If we get no financial aid at all, he might be going to UT instead of MIT. He will be crushed, spent 6 weeks a MIT last summer and is desperate to attend. Has CPW weekend all planned out. So, I hope they give us good news. Does anyone know when MIT releases Financial Aid Decisions.

Border texas, ask your question on the MIT forum.

Keep in mind that, with summer internships and part-time job thru the year, your son may add over $10,000 to the basket. He won’t earn that much after freshman year, but could each summer after.

Have you run the NPCS on MIT’s site? It is pretty accurate from what I’ve been told. I think one years cost of attendance was like $71k. We ran it and are expected to pay $61k plus $5500 loan for child and $500 work/study. Even my son think that’s too much money. I hope you have no assets and low income to make it work.

Students who go to a community college for two years and transfer end up with a degree that says, “University X”. No shame in that.

Kuddos to @3puppies two kids that have been successfully admitted and attending Ivys. I love the way you have also prepared them to deal with the kids (the 60% or so with no financial need) that have had all the advantages prior to attending. I do think those kids can/should develop some respect for students that have achieved admission w/o the advantages money has helped with preparation/education prior to college. Your son had some great comebacks to nip the social casting played out - some kids have such a strong money dimension throughout their lives; I think some realize there is more to life and thus the resulting friendships.

When these IVY schools consider ‘full need’ at parent income at less than $60,000, and with income not much higher than that, I can see where any 401k or retirement contribution isn’t relevant to them.

I also do think it ‘totally sucks’ that education bond cashed out for college room and board should have been allowed to not be taxable, but as you say, not all things in life are fair. The IRS rules are one area that doesn’t make sense in so many cases, but the rules are the rules in black and white.

Except for 4 years (3 for 1, and 1 for the other), both my children were in Catholic schools from K through 12. We made a decision in HS that their benefits were important for attending there - they could be focused, have the study skills and preparation to make the transition to college. When my children were in 8th and 10th grade, I found out I had stage III cancer - still kept to the education plan we had for them. If I had my choice, our zoned public elementary/middle would have been my choice to go to if there were strong budget limits, and then stay with Catholic HS. I would have had to be a lot more involved with faith formation classes on Sundays. However we also had a college fund and a pre-paid tuition plan for both. Both received great in-state scholarships, with a lot of hard work on the test prep to raise scores. They should be able to finish UG debt free. Both continue to work hard on their schooling as well as having fun in their social env’t. They know we look out for their best interests. W/O the scholarships and college funds/pre-paid tuition, we have a local community college and college choices, with an excellent local public university. Fortunately my children have a more ideal situation, as they are attending public colleges that have more resources with their degree plans. We never knew coming to this state in 1983 that our state college situation would work out so well for us.

For parents with much younger children, for many families, there has to be a budget plan, and figure out how to save for retirement and for college. We had early retirement savings because we had children later in life. The time value of money invested is a powerful tool. Many know that college costs continue to outpace inflation and investments, so saving probably does need to be supplemented with cash flow at the time unless the student attends local community college/college or has merit aid. Many colleges have first year room and board costs that are higher than choices students can make after that first year. Parents and students that are educated about how the whole college scene ‘works’ perhaps can be prepared for the surprises some face, and can take advantage of opportunities because they learned about them in a timely basis.

If a family has other stressors going on - salary isn’t keeping pace, medical issues, job loss/relocation, unexpected emergencies, funds lost through investments, loss of benefits with company changes - how the parents can help guide on the college scene can be derailed.

Hindsight is 20-20 and one cannot always plan for some of the situations that families face. Having enough ‘flexible thinking’ to have a positive long term outcome.

And what if the student isn’t applying themselves in HS - are you going to help fund college when the student isn’t mature enough to take advantage of the educational opportunity?

Just to answer @SOSConcern’s last excellent (but probably rhetorical) question, I think that it is a mistake to fund college for a kid who isn’t ready for it. Better to keep any money you have saved safely invested and wait until they mature than to waste precious (and limited) college savings on a kid who might very well flunk out (but might excel with a little more time to mature). Our son was definitely not ready to be applying to colleges in his last year of HS, but after a gap year (with a job) and some time to mature and prepare himself, he now feels ready. We, in turn, are willing to pitch in and do our part to help fund his college career as long as he is taking the opportunity seriously.