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Gifts from Retirement Plans
CLICK HERE FOR A DETAILED EXPLANATION
How It Works
You name Julie Billiart School as the beneficiary of your IRA, 401(k) or other qualified plan.
The remaining balance in your plan passes to Julie Billiart School after your death.
Benefits
- Your retirement savings escape both estate and income tax when you direct the balance of your plan to Julie Billiart School.
- 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 Julie Billiart School 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 (216) 381-1191 so that we can assist you.
The Julie Billiart School
4982 Clubside Rd.
Lyndhurst,OH 44124
(216) 381-1191 | Fax: (216) 381-2216
