How to Take Full Advantage of Your Retirement Plans
Have you considered including Connecticut Community Care, Inc. as a beneficiary of your retirement plan? Because retirement assets are heavily taxed when left to loved ones, they make an excellent charitable gift after your lifetime to tax-exempt organizations like ours. It's easy to do—just list us on the beneficiary designation form for a percentage (0-100) of your account.
Before you consider a gift of your retirement plan to us, however, you must know how to wisely build up your plan so you can live comfortably during retirement.
3 Questions to Ask Your Employer
One of the most popular forms of retirement plans is the 401(k), where employers can match a portion of your contribution. To get the most out of your company's 401(k) plan, make sure you know the answers to these three questions:
Don't Lose Out
Unfortunately, one of the biggest financial mistakes that employees make is not taking full advantage of their company's 401(k) plan match. So to ensure that you don't lose out on the "free money" offered by your employer, make sure you contribute enough to qualify for the full company match.
Please contact Patricia A. Morgan at 860-589-6226, Ext. 5176 or email@example.com to learn more about the benefits of using your retirement plan to support our mission.
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.