Gifts of Retirement Assets
(Gift illustration)

How it works

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

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

Benefits

• You can escape both income-tax and estate-tax levied on the residue left in your retirement account by leaving it to Caltech.
• Give the most-taxed asset in your estate to Caltech, 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.

Sample Language

Simply write the following wording on your beneficiary designation form: California Institute of Technology in Pasadena, CA.

For more information

Email us, complete the personal illustration form, or call us at 626-395-2927 so that we can assist you through every step of the process.