How to model future contributions to 529?

Submitted by mail4rickcole on Mon, 01/29/2018 - 21:18

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I see I am able to input the current balance of a 529 account, and schedule withdrawals. I expect to contribute 15K to this account each year for the next 5 years. How to I do this? Negative withdrawals???!!

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dan royer's picture

dan royer

Mon, 01/29/2018 - 21:55

If you enter the amount you

If you enter the amount you want in total and the year you want it funded by, you'll see the contributions appear in the 529 report.

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mail4rickcole

Tue, 01/30/2018 - 14:35

It took me a couple minutes

It took me a couple minutes for the light to go on in my head, but I've got it sorted out now, and have the future contributions showing correctly.

Thanks, Dan!

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dan royer's picture

dan royer

Tue, 01/30/2018 - 17:30

Yes, it's not that friendly

Yes, it's not that friendly really. It's a bit counter intuitive.

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