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Home > Alzheimer's Resources > Alzheimer's Disease Resources > Legal & Financial Planning > Retirement Plans

Retirement Plans

If retirement plan accounts (e.g., 401k, IRA) are left at your death to anyone other than a surviving U.S. citizen spouse, such accounts are subject to both income and estate taxes (if left to a surviving U.S. citizen spouse then only income taxes are payable). By leaving these accounts to the Fisher Center, the accounts will pass to the Fisher Center free of income and estate taxes.

 
 
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This project was supported, in part, by a grant, number 90AZ2791, from the Administration on Aging, Department of Health and Human Services, Washington, D.C. 20201. Grantees undertaking projects under government sponsorship are encouraged to express freely their findings and conclusions. Points of view or opinions do not, therefore, necessarily represent official Administration on Aging policy.