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Lifetime Gift from a Retirement Account
(Important Reminders)

DON'T:
Whatever your charitable intentions, do not incur additional tax penalties by making a withdrawal from your retirement plan before you are vested and the plan is ready to make distributions to you.

BE SURE TO:
Consult carefully with your plan administrator and your financial advisors before making any lifetime gift from your retirement plan.

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.
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