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GIFTS OF RETIREMENT PLAN ASSETS All rights reservedPresented by:Jeff Lederberg, Vice President, Consulting PG Call 129 Mt. Auburn St. Cambridge, MA 02138 6174974997 jeff@pgcalc.comGifts of Retirement
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How to fill out gifts of retirement plan

01
Step 1: Obtain the necessary forms from your retirement plan provider.
02
Step 2: Fill out personal details, such as your name, address, and social security number, as required.
03
Step 3: Designate the recipient of the gift by providing their name, address, and relationship to you.
04
Step 4: Specify the amount or percentage of the retirement plan assets you wish to gift.
05
Step 5: Sign and date the form.
06
Step 6: Submit the completed form to your retirement plan provider.

Who needs gifts of retirement plan?

01
Gifts of retirement plan are beneficial for individuals who wish to make a charitable contribution or leave a legacy after retirement.
02
It may also be suitable for those who have no immediate family to leave their retirement assets to.
03
Additionally, people who want to minimize estate taxes and ensure their retirement savings are used for a specific purpose can also benefit from gifting their retirement plan.
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Gifts of retirement plan are contributions or transfers of assets to a retirement account, such as a 401(k) or IRA, made by an individual for the benefit of another person.
The individual making the gift is required to file gifts of retirement plan.
To fill out gifts of retirement plan, the individual making the gift must report the details of the contribution or transfer on the appropriate forms provided by the retirement account provider.
The purpose of gifts of retirement plan is to allow individuals to make tax-free contributions or transfers to retirement accounts for the benefit of others.
The information reported on gifts of retirement plan typically includes the amount of the contribution or transfer, the name of the recipient, and any relevant account information.
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