529 College savings & 529 planner

Ledger Paths Roth Rollover Actuals

ActualsRecorded balances vs. the plan — is the fund on track?

Date	Balance	Note
No snapshots yet — record the real balance whenever you check the account.

Projections, not promises — assumptions are editable estimates. 529→Roth modeling follows SECURE 2.0 as of 2026; verify limits before acting. · Public demo — changes aren't saved.