Retirement Plans

Retirement plans such as an IRA, KEOGH, TIAA-CREF, or other qualified pension or profit-sharing plans are great ways to save for retirement while accumulating funds tax-free until you need them for retirement. But when you go to withdraw your investment or try to pass the accumulated value on to your heirs, the IRS claims a significant interest.

That's why qualified retirement plans make great vehicles for making charitable gifts. It's quite possible that by using your qualified retirement plan to make a significant gift to the FMA Foundation you can actually be leaving more of your estate to your heirs and less to estate taxes. Your pension plan administrator or financial institution can provide you with the necessary form to designate the FMA Foundation as a beneficiary.

How to Reach Us

For additional information regarding opportunities to support FMA Foundation, please call toll-free 888-394-4362 or email foundation@fmanet.org.