Planned Giving: Gifts of Retirement Assets Illustration

How it works
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You name Physicians Committee for Responsible Medicine as the beneficiary of your IRA, 401(k) or other qualified plan.
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After your lifetime, the residue of your plan passes to PCRM tax-free.
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Benefits
- 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.
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Gifts of Retirement Assets Related Links
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