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Gifts of Retirement Assets
(Gift illustration)
How it works
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You name San Francisco Opera Association as
the beneficiary of your IRA, 401(k) or other qualified retirement plan.
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After your lifetime, the assets remaining in your plan pass to San Francisco Opera Association tax-free. |
Benefits
- You can escape both income AND estate taxes levied on
the balance left in your retirement account by leaving it to San Francisco Opera Association.
- Give the most-heavily-taxed asset in your estate to San Francisco Opera Association,
and leave more favorably taxed property to your heirs.
- You can continue to take withdrawals during your lifetime.
- You can change the beneficiary designation if your circumstances
change.
For more information
Email us, complete the personal illustration form, or call us at (415) 565-3206 so that we can assist you through every step of the process.
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The Opera is our first priority. 