Qualified Retirement Plans

The combination of federal income, estate and excise taxes can seriously erode the value of retirement savings.  Designating The Army Historical Foundation as a beneficiary or contingent beneficiary of all or a specified percentage of your 401K or other retirement plan assets can save your estate both income and federal estate taxes.

Your retirement plan administrator can provide you with the appropriate forms so that you can include The Army Historical Foundation as either a beneficiary or contingent beneficiary of your retirement plan assets.

If you have already included The Army Historical Foundation in your estate plans, let us thank you and welcome you into our Legacy Society.