SUPPORTING LIVINGSTON
Retirement Assets

The perfect amount to leave children is enough so they would feel they could do anything, but not so much that they could do nothing.

—Warren Buffet

Retirement Assets
i.e. Qualified Pension Plan, IRA, Keogh, 401(k) or 403(b)

Instead of subjecting your IRA or other retirement assets to “double taxation” by both income and estate taxes when you designate to your heirs, consider avoiding all taxes by designating these assets for Livingston Memorial Visiting Nurse Association. This may be the most “tax wise” gift you can make.

Simply write the name of Livingston Memorial Visiting Nurse Association, including address (1996 Eastman Ave., Suite 101, Ventura, CA 93003), as the full or partial beneficiary on the designation forms for your IRA, annuity, or other retirement asset.

For more information, please call Marc Wilde, CFRE, Development Director, at (805)642-0239 x603 or email mwilde@livingstonvna.org

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