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How It Works

• Name THE ASSOCIATED as a beneficiary of your IRA, 401(k) or other qualified plan.
• Designate us to receive all or a portion of the balance of your plan through your plan administrator.
• The balance in your plan passes to THE ASSOCIATED after your passing.

Benefits

• Avoid the double taxation your retirement savings would incur if you designated your heir(s) as beneficiary(ies).
• Continue to take regular lifetime withdrawals.
• You can revoke us as a beneficiary if your family's needs change.

Helpful Calculators

How Much Retirement Income Can My IRA Provide?

What Will My Qualified Plan Be Worth At Retirement?

Questions and Answers

How do I arrange a gift from my retirement plan?

What are the tax implications of a gift of retirement plan assets?

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