|
Gifts from Retirement Plans |
|
|
How It Works
 |
You name Asheville School as the beneficiary of your IRA, 401(k) or other qualified plan. |
 |
Any residual left in your plan when you pass on passes to Asheville School tax-free. |
Benefits
- You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to Asheville School.
- 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 Asheville School through your will or revocable trust instead.
- You can have the satisfaction of knowing that your hard-earned retirement assets will support Asheville School when you are gone.
More
- Is this gift for you? Click here.
- Read more detail. Click here.
To learn more about Gifts of Retirement Plans, Email us, complete the Information Request form, or call us at 828-254-6345 ext. 4084 so that we can assist you.
