Not just “retirement,” needs to be in “qualified” retirement funds, to be excluded.
OP, want to name the college, even privately? You seem to be saying they calculated $xxx need, wrote it, sent it, then shorted you.
Not just “retirement,” needs to be in “qualified” retirement funds, to be excluded.
OP, want to name the college, even privately? You seem to be saying they calculated $xxx need, wrote it, sent it, then shorted you.