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Gifts of Retirement Assets
(Gift illustration)

How it works

	You name PENN Medicine as the beneficiary of your IRA, 401(k), 403(b), or other qualified plan.
	After your lifetime, the balance in your plan passes to PENN Medicine tax-free.

Benefits

• You can escape both income AND estate tax levied on your retirement account by leaving it to PENN Medicine.
• Give the most-taxed asset in your estate to PENN Medicine, and leave more favorably taxed property to your heirs.
• You can continue to take withdrawals during your lifetime.
• You can change the beneficiary if your circumstances change.

For more information

Email us, complete the personal illustration form, or call us at 215-898-9486 so that we can assist you through every step of the process.