Gifts of Retirement Plan Assets

Getting Started: Gifts of Retirement Plan Assets: Did you know that nearly half your retirement plan assets can be eaten away by taxes at your death? Learn how to preserve more of your estate for the people and organizations that matter most in your life.
Retirement Benefits: Who Gets the Rest?: After you've provided for your family, consider using the remainder of your retirement plan assets to fulfill your philanthropic objectives. Your charitable gift would make a meaningful impact on the organization you wish to support, and would also offer valuable advantages to you.
Know Your Retirement Plan Taxation: Qualified retirement plans may save you taxation dollars during your lifetime, but unless you do some special planning, your heirs will be hit with both income and estate taxes to cover.
Preserve Your Retirement Plan Assets Retirement: Do you have an IRA, a tax-sheltered annuity or an employee benefit plan? Is it possible that you have a large amount of money wrapped up in any of those mentioned items? Huge growth in any of these retirement assets results in an estate more vulnerable to taxation. Discover a way to remove this tax burden from yourself and your heirs while aiding a worthy cause.
Estate Planning With Bequests: You have several smart choices to direct the maximum inheritance to loved ones after you are gone.