Retirement Plans

 

Gift of Retirement Plans

You can name Jackson Memorial Library as the beneficiary of your IRA, 401(k) or other qualified plan.  Any residual left in your plan when you die passes to JML tax-free.

Benefits

•  You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to JML.

•  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 JML through your will or revocable trust instead.

•  You can have the satisfaction of knowing that your retirement assets will support JML when you are gone.

 

[Return to Planned Giving page]