Gifts from Retirement Plans
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How It Works
You name The Competitive Enterprise Institute as the beneficiary of your IRA, 401(k) or other qualified plan.
The remaining balance in your plan passes to the Competitive Enterprise Institute after your death.
Benefits
- Your retirement savings escape both estate and income tax when you direct the balance of your plan to the Competitive Enterprise Institute.
- 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 the Competitive Enterprise Institute when you are gone.
More
To learn more about gifts of retirement plans, Email us, complete the Information Request Form, or call us at so that we can assist you.
The Competitive Enterprise Institute
1001 Connecticut Avenue
Washington, DC 20036
1 202-331-1010