I’ve been trying to fill out the CSS profile and I had some questions about the retirement and savings assets. For the retirement, do we include my dad’s ORP (deferred compensation plan) even though it’s not a tax deferred or after-tax plan? And my dad also has certificates of deposits, but we don’t know if we put it into savings because it’s considered a savings account or into investments. Thanks for any help you can provide!
We included certificate of deposit as savings.
I don’t know about deferred compensation…