Forward this article to a friend   Print version   Increase font size  Decrease font size 

Gifts of Retirement Plan Assets

Do you have money saved in an employee retirement plan, IRA or tax-sheltered annuity? Each of these retirement plan assets contains income that has yet to be taxed. Your beneficiaries will owe the income tax at your death, totaling up to 35 percent, which may be reason enough to consider giving your loved ones less heavily taxed assets and leaving your retirement plan assets to charity instead.

Income



  • Next Steps
  • Most Read

Discover the gift giving potential created when you convert a small portion of your children's inheritance into an income stream.


Gift Calculator Gift Calculator
Create your own gift illustration to see for yourself how you can benefit from a planned gift.

Gift Calculator to calculate your gift.


Claremont McKenna College Facebook