Mesothelioma Foundation Expert Can Answer Your Questions!

Nurse Practitioner, Mary Hesdorffer, is a mesothelioma expert and has worked with mesothelioma patients and their families for the past twelve years. Mary is available to answer your questions about mesothelioma, its symptoms and treatments as well as options available to you. This help is a free service provided by the Mesothelioma Applied Research Foundation. We are not a law firm. Read more about the Mesothelioma Applied Research Foundation.

TO GET HELP CALL: (877) End-Meso or (877) 363-6376 or fill out the form to the right to be contacted by her.

Facebook Twitter YouTube Google Plus

Gifts from Your Retirement Plan: FAQs

Increase Font Size Decrease Font Size Print Page Contact the Mesothelioma Applied Research Foundation

Gifts from Your Retirement Plan: FAQs

How do I arrange a gift from my retirement plan?Layer Closed

Simply contact your IRA or retirement plan administrator and request a copy of the Change of Beneficiary Form. You can fill this in as you wish and include the Meso Foundation for a portion or all of the remainder of your plan’s assets.

What are the tax implications of a gift of retirement plan assets?Layer Closed

When you designate the Mesothelioma Applied Research Foundation as the beneficiary for all or part of your qualified retirement plan assets, those assets pass to us free of any tax. However, when these assets are passed to your heirs (other than your surviving spouse), they are subject to federal income tax and may also be subject to federal estate tax (depending upon the value of your estate) as well as various state income, inheritance and estate taxes. Because retirement plan assets are typically the most highly taxed assets when you pass on, they are the ideal choice for charitable gifts, designating other assets to your heirs.


Next

  • Contact us so we can assist you through every step.

Back


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2017 VirtualGiving.com

The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2017 VirtualGiving.com

/* This button was generated using CSSButtonGenerator.com */