Gifts from Retirement Plans
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How It Works
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You name Gilman
as the beneficiary of your IRA, 401(k) or other qualified plan. |
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Any residual left
in your plan when you pass on passes to Gilman
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 Gilman through you will or revocable trust
instead.
- You can have the satisfaction of knowing
that your hard-earned retirement assets will support Gilman
when you are gone.
More
- Is this gift for you? Click
here.
- Read more detail. Click here.
To learn more about Gifts of Retirement Plans, Email us, complete the Information Request form, or call us at 410-323-7176 so that we can assist you.