 |
Gifts of retirement plan assets
Retirement plan assets could be the most cost-effective donation you can make. Avoiding, or greatly reducing, the taxation of these assets provides a greater portion of your estate for the people and organizations that matter most in your life.
Please consult with your primary planning professionals before making changes to your retirement plan beneficiary designations.
For questions or more information regarding a donation of retirement plan assets, please contact:
|
|
|
|
 Giving |
|
|
|
