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Gifts from Retirement Plans
CLICK HERE FOR A DETAILED EXPLANATION
How It Works
You name Princeton Academy of the Sacred Heart as the beneficiary of your IRA, 401(k) or other qualified plan.
The remaining balance in your plan passes to Princeton Academy after your death.
Benefits
- Your retirement savings escape both estate and income tax when you direct the balance of your plan to Princeton Academy.
- 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 Princeton Academy 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 609-921-1879 so that we can assist you.
