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Do you know that your retirement plan can change the life of an Emerson student?
Another option, which does not require a change to your will or revocable trust, is to designate Emerson College as a beneficiary of your retirement plan assets.
When retirement plan assets pass to your heirs, these assets can be subject to both estate and income taxes, which can total more than 65% of the assets. Many donors are electing to avoid these taxes by designating Emerson College as the beneficiary of their retirement accounts and designating other assets to family members.
|Categories||Distribution of Heirs||Distribution to Emerson College|
|Retirement Plan Asset Value||$100,000||$100,000|
Income Taxes at 39.6%
|Federal Estate Taxes at 35%||($35,000)||0|
|Savings from §691(c) Deduction*||$9,800||N/A|
*Income tax deduction available to heirs for a portion of estate taxes paid.
To learn more about retirement plan assets or to notify us of your planned gift, please contact: Nadia A. Yassa, JD, Director of Estate and Gift Planning at 617-824-8288 or nadia_yassaemerson [dot] edu, or complete and return the response card.
Emerson College does not provide legal or tax advice. Please consult your professional advisor prior to entering into any planned giving arrangement.