Gifts of Retirement Assets
(Give More for Less)

How it works

	You name Exeter as the beneficiary of your IRA, 401(k) or other qualified plan.
	Any residual left in your plan when you die passes to Exeter tax-free.

Benefits

• You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to Exeter.
• 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 Exeter through your will or revocable trust instead.