Retirement Plan

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  • Retirement Plan

How it works:

  1. You name Berkeley as a beneficiary of your IRA, 401(k), or other qualified plan.
  2. After your lifetime, all or a portion of the remaining assets in your plan pass to Berkeley tax-free.
  • Estate Tax Deduction

  • Flexibility

How you Benefit:

  • You can continue to take distributions from your retirement accounts during your lifetime.
  • You can create a tax-efficient estate plan by leaving other assets to your loved ones that are not subject to both income and estate tax.
  • You can change your beneficiary designation at any time.
For more in-depth information, please call one of our experts at 800-200-0575.