HOW IT WORKS
1. You name University Hospital Foundation as the beneficiary of your IRA, 401(k) or other qualified plan.
2. After your lifetime, the residue of your plan passes to University Hospital Foundation tax-free.
BENEFITS
For more information, E-mail us, complete the contact request form or call us at 801-587-6500 so that we can assist you through every step of the process.
BACK
1. You name University Hospital Foundation as the beneficiary of your IRA, 401(k) or other qualified plan.
2. After your lifetime, the residue of your plan passes to University Hospital Foundation tax-free.
BENEFITS
- You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to University Hospital Foundation.
- Give the most-taxed asset in your estate to University Hospital Foundation, 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, E-mail us, complete the contact request form or call us at 801-587-6500 so that we can assist you through every step of the process.
BACK
