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Tip of the Day

The balance remaining in your retirement plan after your death is subject not only to federal estate tax, but also to income tax – and, if you name a grandchild as beneficiary, to the generation-skipping tax. The result can be that only 20 to 25 cents on the dollar may be left for your family.

Why give so much of your hard-earned retirement assets to the government when you can give them to the American Cancer Society instead?

Direct the balance of your plan to the American Cancer Society, and use other assets – not subject to all the taxes applied to retirement assets – to make gifts to your family.

Recent IRS regulations make it easier to make the American Cancer Society a beneficiary.

Read more... , email us, or contact us at (800) 227-1885.

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.