Goal Funding
| Account Type | Total | Retirement | Education | Vacation |
|---|---|---|---|---|
| John's Brokerage Account | $ 350,000.00 | % | % | % |
| Jane's Brokerage Account | $ 200,000.00 | % | % | % |
| 529 Plan | $ 50,000.00 | % | % | % |
| Roth IRA Account | $ 150,000.00 | % | % | % |
| 401 (k) Account | $ 150,000.00 | % | % | % |
| $ 900,000.00 | $ 550,000.00 | $ 70,000.00 | $ 280,000.00 |