Gifts from Retirement Plans

CLICK HERE FOR A DETAILED EXPLANATION

How It Works

	You name Perkiomen as the beneficiary of your IRA, 401(k) or other qualified plan.
	The remaining balance in your plan passes to Perkiomen after your death.

Benefits

• Your retirement savings escape both estate and income tax when you direct the balance of your plan to Perkiomen.
• You can continue to take withdrawals during your lifetime.
• You can change your beneficiary if your circumstances change.
• You have the satisfaction of knowing that your hard-earned retirement assets will support Perkiomen when you are gone.

More

• Is this gift for you? Click here.
• Read more detail. Click here.

To learn more about gifts of retirement plans, Email us, complete the Information Request Form, or call us at 215-679-9511 so that we can assist you.