Giving from Your Retirement Plan

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Giving from Your Retirement Plan

Gift of Retirement Plan Diagram

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 ROA far into the future.

How It Works

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

Important Related Topics


  • 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.


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