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Giving from Your Retirement Plan


You've worked hard and planned for retirement. Now, with a little creativity, you can leverage your retirement assets to benefit you and your family, reduce Uncle Sam's cut, and support Potomac far into the future.

How It Works

  • Name The Potomac School as a beneficiary of your IRA, 401(k), or other qualified retirement plan.
  • Pass the balance of your retirement assets to Potomac by contacting your plan administrator.
  • Please advise Potomac so we may thank you.

Important Related Topics

Benefits

  • Continue to take regular lifetime withdrawals.
  • Maintain flexibility to change beneficiaries if your family's needs change during your lifetime.
  • Your heirs avoid the potential double taxation on the assets left in your retirement account.

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The material presented on this Planned Giving website is not offered as legal or tax advice.
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Contact Information

Barbara Overstreet
Director of Development
703-749-6330
boverstreet@potomacschool.org

 

"A child is an innocent vessel, and you pour things into it. Your nurture your children from birth up; then, if you send them to Potomac, I think they'll make it."
— Bettina (Hartley) Tierney '52