Gifts From Your Retirement Plan

How It Works

  • Name William & Mary as a beneficiary of your IRA, 401(k) or other qualified plan.
  • Designate us to receive all or a portion of the balance of your plan through your plan administrator.
  • The balance in your plan passes to W & M after your passing.


  • Avoid the double taxation your retirement savings would incur if you designated your
    heir(s) as beneficiary(ies).
  • Continue to take regular lifetime withdrawals.
  • You can revoke us as a beneficiary if your family's needs change.