Tip of the Day!

The balance remaining in your retirement plan after your death is subject not only to federal estate tax, but also to income tax — and, if you name a grandchild as beneficiary, to the generation-skipping tax. The result can be that only 20 to 25 cents on the dollar may be left for your family.

Why give so much of your hard-earned retirement assets to the government when you can give them to Retirement Housing Foundation instead?

Direct the balance of your plan to Retirement Housing Foundation, and use other assets — not subject to all the taxes applied to retirement assets — to make gifts to your family.

Recent IRS regulations make it easier to make Retirement Housing Foundation a beneficiary.

Read more..., Email us, or contact us at 562-257-5141.

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