Retirement assets, such as funds in an IRA, pension, 401k, 403b, or other tax-deferred plan, can be an excellent, tax-advantaged way to support MLR’s mission. Retirement assets may be especially appropriate to utilize as sources of charitable funds in your estate plans, as your family members may face unanticipated tax consequences if you leave these assets to them.
Retirement Assets
By Eric Franzon ⬤ March 12, 2026
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