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Gifts From Your Retirement Plan
GIFTS FROM YOUR RETIREMENT PLAN
You’ve worked hard and planned for retirement. Now, with a little creativity, you can leverage your retirement assets to benefit you and your family, reduce federal taxes, and support Hospice SLO County far into the future.
How It Works
- Name Hospice SLO County as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
- Pass the balance of your retirement assets Hospice SLO County by contacting your plan administrator.
- Tell Hospice SLO County about your gift.
- 70 ½ or older? Make a “Tax-Free” Gift Through Your IRA
Benefits
- Continue to take regular lifetime withdrawals.
- Maintain flexibility to change beneficiaries if your family’s needs change during your lifetime.
- Your heirs avoid the potential double taxation on the assets left in your retirement account.
We would love to hear from you! Please contact us.
