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 -