Monday, October 26, 2020

The PBS on-demand streaming service, WPBS Passport, is now available in Canada! Learn More

What Can I Give Retirement Assets

Retirement Assets

Did you know that retirement plans and accounts funded with pre-tax earnings are often subject both to income and estate taxes when children or others are named as your beneficiaries?

By naming WPBS-TV as a beneficiary of your IRA, 401(k) and/or 403(b), you will be assured that every dollar will be used for a charitable purpose (like educational programming for kids) and shielded from income or estate taxes. You can then work with your advisors to identify other assets that are better suited to leave to your loved ones.