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Retirement Plan

Retirement Plans are one of the best assets to own during your life but they are the worst asset to own at your death. At death, retirement plan assets are subject to income and estate taxes and their value can be reduced by as much as 75%. Naming AID Atlanta as beneficiary of funds in your retirement plan can be easy and will reduce the size of the taxable assets and avoid subjecting the estate or beneficiary to income taxation at your death.

Contact the financial institution handling your Individual Retirement Account (IRA), or other retirement plan or profit sharing account. A simple form from the manager of the fund is normally all that is required to name AID Atlanta as a beneficiary of your retirement plan.

AID Atlanta’s correct legal designation is: AID Atlanta, Inc., Federal Tax ID number

For more information on planned giving options, or to set up an appointment to explore how a charitable gift to AID Atlanta may fit into your overall estate planning, please contact Ed Doolittle at 404.870.7728 or ed.doolittle@aidatlanta.org.


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