Gifts of Retirement Assets

Gifting assets held in an IRA or qualified retirement plan can be a simple and tax-wise option. Leaving a retirement fund to heirs can have the unfortunate result of being taxed twice, reducing the funds by up to 70 percent.

When you bequeath your retirement assets to UPMC, the entire value of the account will transfer without federal income tax or estate tax consequences.

In addition, your estate will receive a tax deduction for the entire amount of the gift. Gifts of a retirement asset during life are subject to income tax, which is often offset by your charitable tax deduction.

For additional information about planning your gift for the benefit of UPMC, please call 412-647-3048.

The material presented in this web site is not offered as legal or tax advice. You are urged to seek the advice of your tax advisor, attorney, and/or financial planner to make certain a contemplated gift fits well into your overall circumstances and planning.

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