Planned Giving: Gifts of Retirement Assets Illustration
How it works
You name Physicians Committee for Responsible Medicine as the beneficiary of your IRA, 401(k) or other qualified plan.
After your lifetime, the residue of your plan passes to PCRM tax-free.
- You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to PCRM.
- Give the most-taxed asset in your estate to PCRM, and leave more favorably taxed property to your heirs.
- You can continue to take withdrawals during your lifetime.
- You can change the beneficiary if your circumstances change.
For more information
E-mail us, complete the personal illustration form, or call us at 202-686-2210, ext. 366, so that we can assist you through every step of the process.
Gifts of Retirement Assets Related Links
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