Gifts of Retirement Assets
(Gift illustration)

How it works

You name Rochester Institute of Technology as the beneficiary of your IRA, 401(k), 403 (b)or other qualified plan.

After your lifetime, the residue of your plan passes to RIT tax-free.

Benefits

• You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to RIT.
• Give the most-taxed asset in your estate to RIT, 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

Email us, complete the personal illustration form, or call us at 1 (800) 477-0376 so that we can assist you through every step of the process.