Giving from Your Retirement Plan

How It Works

• Name Reserve Officers Association 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 ROA after your death.

Benefits

• Avoid the potential double taxation your retirement savings would face if you designated them to your heirs.
• Continue to take regular lifetime withdrawals.
• Maintain flexibility to change beneficiaries if your family's needs change during your lifetime.

Next

• Frequently asked questions on retirement plans.
• Contact us so we can assist you through every step.

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