Gifts from Retirement Plans
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How It Works
You name Music Center as the beneficiary of your IRA, 401(k) or other qualified plan.
The remaining balance in your plan passes to Music Center after your death.
Benefits
- Your retirement savings escape both estate and income tax when you direct the balance of your plan to Music Center.
- 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 Music Center when you are gone.
More
To learn more about gifts of retirement plans, Email us, complete the Information Request Form, or call us at 213-972-3333, select Gift and Estate Planning so that we can assist you.
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