What is the treatment of non-qualified assets like deferred compensation and pension plans?

Some jobs allows you to defer compensation such that a portion income goes pre-tax into employer sponsored plans. Those plans distribute funds at a pre-determined schedule that one cannot control after inception, say in equal installments over 15 years for which one pays regular income tax (per W-2), or the assets automatically convert into an annuity after retirement age.

Assuming one already receives some distributions at the time the college aged children file for FASFA or CSS, how do those assets enter the equation? I suppose distributions count just like income? What about the net value of those plans, are those treated like cash assets or shielded like actual 401k plans?

I’m not a tax expert…

But if you are receiving distributions…this would be income of some sort.

The balances IN your tax deferred accounts are not treated as assets. BUT donations made for the tax year used are added back in as income. For example…for the 2019-2020 forms, you will use 2017 tax year information. Any money placed in tax deferred retirement plans by you in 2017 is added back in as income for financial aid calculation purposes.

But keep something else in mind. Your need based aid awards are largely based on your income…and if it’s above a certain threshold, you won’t be receiving need based aid anyway.