John Shahidi

John Shahidi wants to make sure that all children have the support and healthcare they need so nothing gets in the way of their dreams. After planning a successful fundraiser to benefit the hospital, John is now working with his friends and colleagues in the entertainment and sports worlds to develop creative fundraising programs to further support Children’s Hospital. >>

 

Retirement Assets

Retirement Assets Illustration

 

How it works

  • You name Children's Hospital Oakland as the beneficiary of your IRA, 401(k) or other qualified plan.

  • After your lifetime, the residue of your plan passes to Children's Hospital tax-free.  

 

Benefits

  • You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to Children's Hospital.

  • Give the most-taxed asset in your estate to Children's Hospital, and leave more favorably taxed property to your heirs.

  • You can continue to take withdrawals during your lifetime.

  • You can change the beneficiary if your circumstances change.

 

RELATED RETIREMENT ASSETS LINKS
 
For more information: If you have questions regarding gifts of tax-deferred retirement assets, please email us or call Ron Streitz, VP Planned Giving at (800) 841-4642.

 


 

Please note: The material presented in this web site is not offered as legal or tax advice. You are urged to seek the advice of your tax advisor, attorney, and/or financial planner. (Read our legal disclaimer)