IRA/Retirement Funds

Your Goal
<ul><li>Specify percentage, amount or balance to one or more recipients</li><li>Potentially reduce income taxes</li></ul>

How it Works
Include one or more charities as after-lifetime beneficiaries. If you have an existing plan, contact your plan administrator and request a change of beneficiary form at no cost.

<ul><li>Lifetime use of asset</li><li>Reduce taxes passed to your heirs</li></ul>

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