Why aren't my lump sum / additional annual 529 savings impacting the analysis?

The Education module is based on comprehensive cash flow data from the Proposed Plan in the Retirement Analysis. If you're making changes to the 529 savings and not seeing an impact, it may be due to cash flow deficits that are occurring within the proposed plan.

If this is the case, you can resolve this issue by checking the following setting in the Gear Icon > Settings > Methodology tab of the client plan:
When this setting is unchecked, 529 savings will not occur in years where clients do not have sufficient cash inflows. Checking this setting will cause 529 savings to be funded by liquidating taxable assets in those instances.
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