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Retirement Benefits Assets in your 401(k), pension, IRA or other retirement plan will be subject to estate and income taxes when you die. They may also be subject to generation-skipping taxes. This double, or triple, taxation means your beneficiaries could potentially receive less than 20% of your retirement assets! If you name Guardian Angel Settlement Association as the beneficiary, there will be no taxes. To avoid legal challenges and guarantee Guardian Angel Settlement receives your retirement benefits, please be sure to use the following language for your beneficiary designation. Guardian Angel Settlement Association For more information about estate planning or to request a copy of The Messenger , our publication for financial supporters, contact Kristen Williamson, Director of Development, at (314) 231-3188 x16. Back to Planned Giving Home.
© 2004, Guardian Angel Settlement Association
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