Strategy for Zero FAFSA EFC with high CSS net worth

twoinanddone
Tue, 16 Oct 2018 20:21:02 +0000

I disagree. If the assets are skipped, the assets are skipped. The income from the assets would be included in income if it is paid out, but if the assets aren’t producing current income (a 401k or other account where the dividends are not recognized in the tax year) the asset will not be noted anywhere on the FAFSA.

It is quite possible to have $800k in assets but meet a simplified assets test. Works at a FAFSA-only school, but not at a CSS school.