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$$ Tax incentives for giving retirement plan funds $$

 

 

It's easier than you may realize to give your remaining retirement plan assets to WRCJ. It is an extremely effective strategy to reduce estate and/or income taxes. Here are some ways you can make a significant future gift to WRCJ through your retirement plan (401k, 403b, IRA's).

 

Name WRCJ 90.9 FM as a primary beneficiary of part or all remaining assets in your retirement plan at your death

Name WRCJ 90.9 FM as a contingent beneficiary

Name WRCJ 90.9 FM at the death of your surviving spouse

 

Simply request a change of beneficiary form from either your employer or the financial institution managing your retirement plan(s). Make the necessary changes, return the form to your retirement plan manager (Please notify WRCJ of your intent so we can thank you and include you in our informational mailings).

 


Roger Hull
Vice President of Major and Planned Giving
248.305.3809
This e-mail address is being protected from spambots. You need JavaScript enabled to view it

 
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