Retirement Plan Assets

You may have accumulated significant assets in a retirement plan such as a 401(K), 403(B), IRA or other qualified retirement program. Death benefits payable from retirement plan assets to your beneficiary may have tax consequences between 50 and 80 percent. Using retirement-plan assets to fund a gift can be a wise estate-planning strategy and provide a meaningful gift to the Miller-Dwan Foundation. It can make sense to name the Foundation as the beneficiary and bequeath other assets not burdened with this high level of tax to other beneficiaries. This strategy can allow some individuals to leave more to their family while giving more to charities they care about.

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Contact

For questions or comments specific to giving opportunities and charitable partnerships with the Miller-Dwan Foundation, call 218-786-5829 or contact us at giving@mdfoundation.org.