Gifts from Retirement Plans
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How It Works  | You name Sansum Diabetes Research Institute as the beneficiary of your IRA, 401(k) or other qualified plan.
|  | Any residual left in your plan when you pass on passes to SDRI tax-free.
| | | Benefits - You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to SDRI.
- You can continue to take withdrawals during your lifetime.
- You can change your beneficiary if your circumstances change.
- You can elect to leave all, or a portion, of your retirement plan assets to SDRI through a will or revocable trust instead.
- You can have the satisfaction of knowing that your hard-earned retirement assets will support SDRI when you are gone.
More To learn more about gifts of retirement plans, Email us, complete the Information Request Form, or call us at (805) 682-7638 so that we can assist you. |
