Your retirement-plan benefits are very likely a significant portion of your net worth. And because of special tax considerations, they could make an excellent choice for funding a charitable gift.
Retirement-plan benefits include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, Keogh plans, and 403(b) plans.
How It Works
- You name the Met as beneficiary for part or all of your retirement-plan benefits
- Funds are transferred by plan administrator at your death
- No federal income tax is due on the funds that pass to the Met
- No federal estate tax on the funds
- You make a significant gift for the programs you support at the Met
Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.
For further assistance, please contact:
This publication was prepared by Pentera Inc., an Indiana business corporation, which is independent of the Met. Pentera is solely responsible for its content, and the Met disclaims all liability. The information is intended to introduce certain concepts, and we caution you not to rely on it for any legal, tax, or other purpose. You should obtain the advice of your own legal and tax advisors before making any gift.
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