Gifts From Your Retirement Plan
How It Works
- Name Fairfield University as a beneficiary of your IRA, 401(k) or other qualified plan.
- Designate us to receive all or a portion of the balance of your plan through your plan administrator.
- The balance in your plan passes to Fairfield after your death.
Important Related Topics:
Benefits
- Avoid the double taxation your retirement savings would face if you designate them to your heirs.
- Continue to take regular lifetime withdrawals.
- You can revoke us as a beneficiary if your family's needs change during your lifetime.
Next:
Tell me more...
Please contact us so that we can assist you through every step of the process.
Helpful Calculators
Questions and Answers
How do I arrange a gift from my retirement plan?
What are the tax implications of a gift of retirement plan assets?