How Your Retirement Assets Can Support the Museum

nest-eggWhen you support The Army Historical Foundation and the Capital Campaign for the National Museum of the United States Army, you also open the doors for millions of visitors to learn about the founding of our nation and more than 240 years of our Army’s history.

Supporting the Museum through planned giving expands your philanthropic capacity by making a “cashless” gift now, which will benefit the National Army Museum in the future.

One of the easiest ways to make a planned gift to the National Army Museum is by donating retirement assets to The Army Historical Foundation (AHF). Such a gift allows you to maintain your quality of life and continue to provide for your family without changing your will. Also, designating AHF as a beneficiary of your 401K plan, or a different retirement plan, could save your estate income tax. You can reduce or eliminate the income tax by strategically passing on your assets to a certain type of beneficiary.

Plan wisely.

What retirement assets do you have and are they subject to income tax?

To help reduce the potential income tax burden, consider naming individual recipients for assets that have tax-free income, such as a Roth IRA. Conversely, selecting a tax-exempt public charity like AHF is a good match for assets that are subject to income tax. AHF can withdraw pre-tax monies from Traditional IRAs and 401(k)s, without paying income taxes.

Avoid probate.

Have you designated a beneficiary?

If an IRA or similar retirement account has designated beneficiaries, the assets will pass directly to those beneficiaries without going through probate.

Also, if you have already included AHF in your estate plans, please let us know so we can thank you and welcome you into our Legacy Society!

Editor’s Note: Information in this article and on The Army Historical Foundation’s website is not intended as legal, tax, or investment advice. For such advice, we recommend consulting your attorney, tax professional, or investment professional.


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