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How It Works
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You name the Institute of HeartMath as the beneficiary of your IRA, 401(k) or other qualified plan.
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Any residual left in your plan when you pass on passes to IHM tax-free.
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Benefits
- You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to IHM.
- 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 IHM through your will or revocable trust instead.
- You can have the satisfaction of knowing that your hard-earned retirement assets will support IHM when you are gone.
More
To learn more about Gifts of Retirement Plans, Email us, complete the Information Request form, or call us at 831-338-8717 so that we can assist you.
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