Retirement Plan Assets

You can designate St. Joseph’s as a beneficiary of your retirement plan account. Ask your employer or fund manager for a Change of Beneficiary Form. Retirement plans including IRAs, 401(k)s, 403(b)s and other plans are the most heavily taxed assets that can be left to your heirs with the exception of your spouse. Income, estate and excise taxes can lead to a loss of a high percentage of your plan’s assets.

Naming St. Joseph’s College your survivor beneficiary removes these highly taxed assets from your estate and enables you to leave lesser-taxed assets to your heirs. IRA Charitable Rollover News.

CONTACT INFORMATION

If you have any questions about giving to St. Joseph’s College, please contact Clare Kehoe at ckehoe@sjcny.edu or 718.940.5579.

RELATED LINKS
UPCOMING EVENTS
Adult Undergraduate Information Session
8/2: Long Island. Interested in returning to college?
SJC Preview Day for Prospective Freshmen
8/7: Long Island. Discover the benefits of a St. Joseph's College education.
Graduate Information Session
8/7: Long Island. For the School of Professional and Graduate Studies.
ABOUT ST. JOSEPH'S
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