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Lifetime Gift from a Retirement Account
(Important Reminders)
DON'T:
Whatever your charitable intentions, do not incur additional tax penalties by making a withdrawal from your retirement plan before you are vested and the plan is ready to make distributions to you.
BE SURE TO:
Consult carefully with your plan administrator and your financial advisors before making any lifetime gift from your retirement plan.
For more information
E-mail us,
complete the personal illustration form or
call us at (800) 395-1087 so that we can assist you through every step of the process.
Disclaimer
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