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Gifts of Retirement Assets
(Gift illustration)

How it works

You name Berkeley as the beneficiary of your IRA, 401(k) or other qualified plan.

After your lifetime, the residue of your plan passes to Berkeley tax-free.

Benefits

  • You can escape both income AND estate tax levied on the residue left in your retirement account by leaving it to Berkeley.
  • Give the most-taxed asset in your estate to Berkeley, and leave more favorably taxed property to your heirs.
  • You can continue to take withdrawals during your lifetime.
  • You can change the beneficiary if your circumstances change.

For more information

Email us, complete the personal gift proposal form, or call us at 510-642-6300 so that we can assist you through every step of the process.







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