Gifts of Retirement Plans

How it works
	You name Wasatch as the beneficiary of your IRA, 401(k) or other qualified plan.*
	Any residual left in your plan when you pass on passes to Wasatch tax-free.
	*Gifts of retirement plan assets during your lifetime are not recommended because they are subject to income tax. Legislation is pending that may change this.

Benefits

You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to charity.
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 Wasatch through your will or revocable trust instead.
You can have the satisfaction of knowing that your hard-earned retirement assets will support Wasatch when you are gone.