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Gifts of Retirement Assets
How it works
You name National Breast Cancer Foundation, Inc. as the beneficiary of your IRA, 401(k) or other qualified plan.
After your lifetime, the residue of your plan passes to NBCF tax-free.
Benefits
- You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to NBCF.
- Give the most-taxed asset in your estate to NBCF, 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 (972) 248-9200 so that we can assist you through every step of the process.