I inherited an IRA from my dad this year. I assume I should include that in the total for my retirement accounts? It’s a little bit different in practice because I will have to withdraw money from it each year before I retire. Any experts out there who know how to cover this on the Profile form?
I inherited an IRA from my mom too. I included the value of that with my retirement values in the Profile. And es…I also had to take a required minimum distribution.
I actually called College Board with this question the other day and the person I spoke with said it should be listed with retirement accounts.
Thanks, @tandrsmom and @thumper1!