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Also changing from the old to new version with 529 planning with a very basic question

Does the total savings number in the consumption results summary include the 529 saving required? For example I get a summary answer of ~22K in savings required and the 529 savings required is ~8K. Is this 8K reflected in the 22K or in addition to it.

Thanks,

1

They are different pots.

Savings refers to savings into regular assets. The cash flow necessary to fund your 529 shows up in special expenditures/receipts and in the 529 report.

Best,

Dick Munroe