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Gifts of Retirement Assets
(Gift illustration)
How it works
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You name Yale as the beneficiary of your IRA, 401(k) or other qualified plan. |
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After your lifetime, the residue of your plan passes to Yale tax-free. |
Benefits
- You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to Yale.
- Give the most-taxed asset in your estate to Yale, 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 1 (800) 445-6086 so that we can assist you through every step of the process.