Retirement Plans

Certain retirement plans, such as IRAs, 401(k), 403(b), and Keoghs, allow individuals to defer paying taxes on a portion of their income until the assets are withdrawn during retirement years. However, after a person's death, these accounts are  subject to additional taxes for heirs. Therefore, you might find it beneficial to your overall estate plan to contribute all or part of these funds to the Clinton Foundation while leaving other assets to your heirs.

Simply name the Bill, Hillary & Chelsea Clinton Foundation a beneficiary of your retirement plan. You will retain complete control during your lifetime, and you can change your beneficiary at any time if your circumstances change.

Please note: You also may qualify to make annual charitable gifts using funds withdrawn (or “rolled over”) from qualified retirement accounts, eliminating the income tax that would otherwise be due on mandatory withdrawals.