Planned Giving
 

Gifts from Retirement Plans

CLICK HERE FOR A DETAILED EXPLANATION

How It Works

  You name Retirement Housing Foundation as the beneficiary of your IRA, 401(k) or other qualified plan.

  The remaining balance in your plan passes to Retirement Housing Foundation after your death.

Benefits

  • Your retirement savings escape both estate and income tax when you direct the balance of your plan to Retirement Housing Foundation.
  • You can continue to take withdrawals during your lifetime.
  • You can change your beneficiary if your circumstances change.
  • You have the satisfaction of knowing that your hard-earned retirement assets will support Retirement Housing Foundation when you are gone.

More

To learn more about gifts of retirement plans, Email us, complete the Information Request Form, or call us at 562-257-5141 so that we can assist you.




Retirement Housing Foundation
911 Studebaker Road
Long Beach,CA 90815-4900
562-257-5141 | Fax: 562-430-5729

 
 

RHF is a National Non-Profit Organization
Retirement Housing Foundation | 911 Studebaker Rd. | Long Beach, CA 90815-4900
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