Gifts from Retirement Plans at Death

 

Gifts from Retirement Plans at Death Diagram

 

How It Works

  1. You name Taylor as beneficiary for part or all of your retirement-plan benefits
  2. Funds are transferred by plan administrator at your death

 

Benefits

  • No federal income tax is due on the funds that pass to Taylor
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at Taylor

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

 

Next Steps

 

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