Pensions IRAs and Annuities

Retirement plans are subject to double taxation (income taxes and estate taxes), so these are often the best assets for creating a legacy. In some cases, the combination of income and estate taxes can deplete a retirement plan by 70 percent or more. Naming the Foundation as the beneficiary of your retirement plans can save both income and estate taxes, creating maximum tax "leverage."

If you have any questions concerning the taxes on these plans please consult your Financial Advisor.

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