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| Retirement
Plan Assets |
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| Earmarking retirement plan assets is another excellent way to make a planned gift to Aquinas College. Did you know that assets in your retirement plan are subject to double taxation at your passing? Your estate pays "income with respect to the decedent," but family who inherit those assets must also pay income tax on those assets. |
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| By gifting retirement plan assets left in your estate at the time of your death to charity: |
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- You avoid additional
income and estate taxes
- You build in greater
flexibility to give other assets to loved ones and heirs at less cost
to your estate or to them.
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| Making this provision
for Aquinas is as simple as signing a change of beneficiary form with
your retirement plan administrator. |
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| Please
contact Marjorie Kindel,
Director of Planned Giving, at (616) 632-2821 or email her at kindemar@aquinas.edu if
you would like to learn how a planned gift can meet your life goals while
supporting Aquinas College. |
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