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Gifts of Retirement Plans
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How It Works
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You name The Catholic Foundation of the Archdiocese of Boston as the beneficiary of your IRA, 401(k) or other qualified plan.
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Any residual left in your plan when you pass on passes to the Foundation tax-free.
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Benefits
- You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to the Foundation.
- You can continue to take withdrawals during your lifetime.
- You can change your beneficiary if your circumstances change.
- You can elect to leave retirement plan assets to the Foundation through you will or revocable trust instead.
- You can have the satisfaction of knowing that your hard-earned retirement assets will support the Foundation when you are gone.
More
To learn more about Gifts of Retirement Plans, Email us, complete the Information Request form, or call us at 617-779-3700 so that we can assist you.
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