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 planning, 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 plan.
  • Designate us to receive all or a portion of the balance of your plan through your plan administrator.
  • Pass the balance in your plan to ROA.

Important Related Topics

Benefits

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

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