Planned Giving

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Personal Calculators

Gifts of Retirement Assets
(Gift illustration)

How it works

You name K-LOVE as the beneficiary of your IRA, 401(k) or other qualified plan.

After your lifetime, the residue of your plan passes to K-LOVE tax-free.

Benefits

• You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to K-LOVE.
• Give the most-taxed asset in your estate to K-LOVE, 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

Email us, complete the personal illustration form, or call us at 916-251-1715 so that we can assist you through every step of the process.