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Gifts from Retirement Plans at Death

Diagram Description

Retirement-plan benefits often make an excellent choice for funding a testamentary charitable gift to Missouri S&T. Not only will such a gift escape federal income tax, but it will also avoid any potential federal estate tax. This combination of income taxes and estate taxes could result in a tax hit of more than 62% of the retirement-plan benefits.

If, for example, you have designated your children to be the beneficiaries of $100,000 of your retirement-plan benefits, and your estate is subject to federal estate taxes, your children could lose $40,000 to federal estate taxes and as much as an additional $22,200 to federal income taxes for a total reduction in benefits of $62,200. If, however, you designate Missouri S&T as the beneficiary of that $100,000, the full amount will pass to us with no reduction in benefits.

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Contact Us

John D. Held, II
Executive Director of Gift Planning
heldjohn@mst.edu
573-341-6533 Office
712-291-5004 Cell

 

University Advancement
107 Castleman Hall
400 West 10th Street
Rolla, MO 65409

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1100 N. Pine St., Rolla, MO 65409 | 573-341-4944 | 800-392-4112

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