• Join
  • Donate
logo logo
  • Member Directory
  • Signup
  • My Profile
  • Login
  • Logout
  • Home
  • About Our Foundation
  • About Valle Catholic Schools
  • Ways to Give
    • Ways to Give
    • Donate Online
    • Gifts of Securities
    • Gifts of Real Estate
    • Gifts of Retirement Assets
    • Gifts of Life Insurance
  • Get Involved
  • News & Stories
  • Contact Us
  • Home
  • About Our Foundation
  • About Valle Catholic Schools
  • Ways to Give
    • Ways to Give
    • Donate Online
    • Gifts of Securities
    • Gifts of Real Estate
    • Gifts of Retirement Assets
    • Gifts of Life Insurance
  • Get Involved
  • News & Stories
  • Contact Us
  • Home
  • About Our Foundation
  • About Valle Catholic Schools
  • Ways to Give
    • Ways to Give
    • Donate Online
    • Gifts of Securities
    • Gifts of Real Estate
    • Gifts of Retirement Assets
    • Gifts of Life Insurance
  • Get Involved
  • News & Stories
  • Contact Us

Gifts of Retirement Plan Assets

Contributions to retirement plans can provide an excellent opportunity for growth as they grow tax-free, meaning that the growth or earnings are not taxed annually but can continue to grow.

The earnings are taxed when they are withdrawn, but this has allowed more dollars to be invested for more growth. Additional savings can occur if the recipient is in a lower tax bracket when the funds are withdrawn (for example, during retirement) than when the investments were growing.

We'll be happy to talk with you about your options with a retirement plan gift—email us at donate@valleschoolsfoundation.org

  • Footer Logo
  • 40 North 4th Street, Ste. Genevieve, MO 63670

    (573) 880-5591 • donate@valleschoolsfoundation.org

  • Fb Icons
  • Subscribe to our Email Updates

Powered by Element 74