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Gifts of Retirement Assets
(Give More for Less)
How it works
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You name the Chicago Symphony Orchestra as the beneficiary
of your IRA, 401(k) or other qualified plan.
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Any residual left in your plan when you die passes to the CSO tax-free.
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Benefits
- You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to the CSO.
- 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 the CSO through your will or revocable trust instead.
- You can have the satisfaction of knowing that your hard-earned retirement assets will support the CSO when you are gone.
For more information
Email us, complete the personal illustration form, or call us at 312.294.3111 so that we can assist you through every step of the process.
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