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5000 Clubside
Road
Lyndhurst, Ohio
44124-2595
440.423.4446
12465 County Line Road, P.O. Box 8002
Gates
Mills, Ohio
44040-8002
440.423.4446
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How It Works
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You name Hawken School as the beneficiary of your IRA, 401(k) or other qualified plan.
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Any residual left in your plan when you pass on passes to Hawken tax-free.
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Benefits
- You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to Hawken.
- You can continue to take withdrawals during your lifetime.
- You can change your beneficiary if your circumstances change.
- You can elect to leave retirement plan assets to Hawken through your will or revocable trust instead.
- You can have the satisfaction of knowing that your hard-earned retirement assets will support Hawken when you are gone.
More
To learn more about Gifts of Retirement Plans, Email us, complete the Information Request form, or call us at (440) 423-2084 so that we can assist you.
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