|
||||||||
|
Gift of Retirement Assets
How it works
 |
You name Notre Dame as the beneficiary of your IRA, 401(k) or other qualified plan. |
 |
After your lifetime, the residue of your plan passes to Notre Dame tax-free. |
Benefits
- You can avoid both income AND estate tax due on the remainder left in your retirement account by leaving it to Notre Dame.
- Give the most-taxed asset in your estate to Notre Dame, and leave more favorably taxed property to your heirs.
- You continue to receive retirement benefits during your lifetime.
- You can change the beneficiary at your discretion.
For more information
Email us, complete the personal illustration form, or call us at (574) 631-5776 so that we can assist you through every step of the process.
