Gifts of Retirement Assets
How it works
You name the American Cancer Society as the beneficiary of your IRA, 401(k) or other qualified plan.
After your lifetime, the residue of your plan passes to the American Cancer Society tax-free.
- You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to the American Cancer Society.
- Give the most-taxed asset in your estate to the American Cancer Society, 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
Complete the personal illustration form, or call us at 1-800-227-1885 so that we can assist you and your financial advisor through every step of the process.