Gifts from Retirement Plans
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.
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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
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.