GIFTS OF RETIREMENT PLANS
How It Works
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*Gifts of retirement plan assets during your lifetime are not recommended because they are subject to income tax. Legislation is pending that may change this. |
You name RTS as the beneficiary of your IRA, 401(k) or other qualified plan.*
Any residual left in your plan when you pass on passes to RTS tax-free.Benefits
- You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to charity.
- You can continue to take withdrawals during your lifetime.
- You can change your beneficiary if your circumstances change.
- You can elect to leave retirement plan assets to RTS through you will or revocable trust instead.
- You can have the satisfaction of knowing that your hard-earned retirement assets will support RTS when you are gone.
More
- Is this gift for you? Click here.
- Read about the NEW Charitable IRA Rollover Provision in effect now.
- Read more detail. Click here.
To learn more about Gifts of Retirement Plans, Email us, complete the Information Request form, or call us at so that we can assist you.
