Gifts of Retirement Account Assets

Many donors use qualified retirement account assets in their charitable gift planning. It is easy to name us as the sole or partial beneficiary of an IRA or qualified retirement account and this gift has distinct planning advantages.

Retirement account assets left to loved ones may be subject to higher taxation than other types of assets. By using retirement account assets to make a gift (and selecting alternative assets to leave to family members), you may be able to reduce taxes that otherwise would be imposed on those assets and leave more to your intended beneficiaries.

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