June 2012 - The ALS Association Greater Sacramento
June 2012 - The ALS Association Greater Sacramento
June 2012 - The ALS Association Greater Sacramento
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How You Can Help<br />
Retire with Meaning - Help Your Kids & Fight <strong>ALS</strong>, Too<br />
How you Can Help? PAGE 9<br />
Since you first started working, you’ve been regularly reminded of the importance of saving for retirement. Now you may<br />
find that your retirement savings are more than adequate. In addition, retirement assets are one of the most heavily<br />
taxed assets we own. Without proper planning, retirement assets may be subject to both estate and income taxes after<br />
you pass away.<br />
Donating all or part of a retirement plan to <strong>The</strong> <strong>ALS</strong> <strong>Association</strong> may be an attractive option. Since we are a charitable<br />
institution, we are exempt from paying the taxes that might otherwise be owed by your heirs and you will also receive an<br />
estate tax charitable deduction. This tax-wise move makes other assets you own available for loved ones. Making us the<br />
beneficiary of a retirement plan is so easy to do.<br />
Simply request a ‘Change of Beneficiary’ form from your advisor or the custodian of your account. Your plan administrator<br />
can send you a beneficiary designation form, which are often available online. <strong>The</strong> phone number and website of<br />
your plan administrator can found on your financial statement. Remember, you can name us as a partial beneficiary, the<br />
beneficiary of the entire amount or as a contingent beneficiary.<br />
Don't forget to incorporate the following legal description on the beneficiary designation: <strong>The</strong> <strong>Greater</strong><br />
<strong>Sacramento</strong> (Tax ID 68-0159292), with its principal office in <strong>Sacramento</strong>, CA.<br />
A Very Special Thanks to the Following Sponsors for their<br />
Support of the 25th Anniversary Summer Soiree!