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.

Benefits

• 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.

• Will You Avoid the IRA Tax Trap?

Next

• More detail on retirement plans.
• Frequently asked questions on retirement plans.
• Contact us so we can assist you through every step.