Gifts of Retirement Plans
You may have accumulated funds in your company pension plan, Individual Retirement Account, or other private fund which are beyond your needs or potentially subject to the federal excise tax on over-funded retirement plans. It may be convenient and tax wise in such a case to make a current or future charitable gift from those accounts. Please consult your tax advisor or retirement plan administrator to determine if this type of charitable gift meets your planning needs.
Consult your financial advisor today and call Jason Meyer, our Executive Director, at 517-755-9799.