Retirement Plans

Distributions to your heirs from IRAs, Keogh plans, 401(k) plans and other qualified retirement plans are subject to substantial income taxes and may be subject to estate taxes.  However, if Congregation Beth Torah is named as a beneficiary of your IRA or qualified retirement plan and receives a distribution upon your death, all such taxes are avoided upon the distribution to Congregation Beth Torah. Because of these significant tax consequences, your retirement plan may be the very best asset you have to fund your charitable gift.

For more information, please contact the office at (913) 498-2212.