How It Works

	You name Salisbury as the beneficiary of your IRA, 401(k) or other qualified plan.
	Any residual left in your plan when you die passes to Salisbury tax-free.

Benefits

• You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to Salisbury.
• You can continue to take withdrawals during your lifetime.
• You can change your beneficiary if your circumstances change.
• You can elect to leave retirement plan assets to Salisbury through your will or revocable trust instead.
• You can have the satisfaction of knowing that your hard-earned retirement assets will support Salisbury when you are gone.

More

• Is this gift for you? Click here.
• Read more detail. Click here.

To learn more about Gifts of Retirement Plans, Email us, complete the Information Request form, or call us at (860) 435-5703 so that we can assist you.