Roadmap: 529 Budgeting for Future Children

Alexandra Rooch

March 07, 2026 21:18

In the Roadmap, it is blocking us from budgeting a 529 for our future children, as the “Birthdate” only allows past dates.

Can we allow future dates for that section? 

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  Bobby

  March 10, 2026 22:21

  Great thought Alexandra, to clarify you can setup a budget item for a 529 now on your budget.
  You can setup the 529 in your name then transfer it to your child's name once you have their SSN.
  
  You could pick todays date in the RoadMap if you wanted to start saving for it today and then change it to the child's birthday in the future.
  
  But I assume you are wanting to create a plan for the future and set a hypothetical birthday and the point you would start saving. Like this idea.

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