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Retirement plan gifts

Name RedRover as a beneficiary of your IRA, 401k and other qualified plan through this tax-efficient gift.

This is one of the best assets to leave to charities to avoid income and estate taxes. If you name anyone other than your legal spouse, she/he may receive as little as 25 cents on the dollar after income and estate taxes are paid. If you name a tax-exempt charity as a beneficiary, the charity will pay no income tax on the distribution.

Benefits:
  • You can avoid income AND estate tax levied on the residue left in your retirement account by leaving it to RedRover.
  • You preserve the value of your retirement account by giving the most-taxed asset in your estate to RedRover, 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.
Have questions?

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