Retirement Assets: Is this gift for you?
A gift from your retirement account is for you if...
- You hold a 401(k), IRA, or other retirement plan.
- You prefer to make a gift to us through your estate plan.
- You want to balance your giving between providing for your family and for us.
- You want to ensure the most efficient distribution of the assets in your estate.
RELATED RETIREMENT ASSETS LINKS
>> Gift summary
For more information: email us, complete the personal illustration form, or call Ron Streitz, VP Planned Giving at (800) 841-4642 so that we can assist you through every step of the process.
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)
