Gifts of Retirement Assets
(Gift illustration)

How it works

	You name THE ASSOCIATED as the beneficiary of your IRA, 401(k) or other qualified plan.
	After your lifetime, the residue of your plan passes to THE ASSOCIATED tax-free.

Benefits

• You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to THE ASSOCIATED.
• Give the most-taxed asset in your estate to THE ASSOCIATED, and leave more favorably taxed property to your heirs.
• You can continue to take withdrawals during your lifetime.
• You can change the beneficiary if your circumstances change.

For more information

Email us, complete the personal illustration form, or call us at 410-727-4828 so that we can assist you through every step of the process.

THE ASSOCIATED
101 W. Mt. Royal Avenue
Baltimore, MD 21201
410-727-4828 | Fax: 410-837-1342
E-mail: mfriedman@associated.org

Disclaimer and Privacy Notice
Planned Giving content and Legacy Planner © VirtualGiving, Inc