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,
RSS
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