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529 Savings

You can use the different sections on the Ability page to capture a plethora of financial plans/scenarios.

There are two ways in which you can capture 529 Savings on Tolerisk.

  • Capture the 529 plan as a Roth asset - Given that the 529 plan is tax-advantaged, this will result in an accurate Tolerisk score, but there may be minor discrepancies in financial longevity.

  • Exclude them from the assets section and add the balance beyond the 529 savings in the non-recurring expenses section.

The video attached to this video will highlight these steps -