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WAYS TO GIVE

Retirement Plan Assets

Patrick Sullivan

Patrick Sullivan

Start a conversation with Patrick, our Development Associate.

One of the simplest and most tax-wise ways to include RLHT in your estate planning is through your IRA, 401(k), 403(b), or another retirement plan. Using retirement assets to make a gift while leaving other assets to your heirs results in a reduced tax burden to your estate or heirs. Completing a beneficiary designation form requires minimal paperwork and often can be accomplished directly on the retirement plan provider’s website.