Gifts of Retirement Plans

How It Works

	You name Stuart as the beneficiary of your IRA, 401(k) or other qualified plan.
	Any residual left in your plan when you pass on passes to Stuart estate and income 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 have the satisfaction of knowing that your hard-earned retirement assets will support Stuart 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 (609) 921-2330 ext. 279 so that we can assist you.

(Back to All Gifts-at-a-Glance)