Make us a Beneficiary of Your IRA or Other “Non-Probate” Assets
Why beneficiary designations are so powerful
Assets not included in your will are called non-probate assets. Examples are 401(k)s, IRAs, life insurance policies, and other accounts. Designating the Wounded Warriors In Action Foundation as a beneficiary can have a big impact and may avoid unwanted taxes for your heirs.
Charitable benefits
- Receive an estate tax charitable deduction
- Reduce the burden of taxes on your family
- Continue to use assets or property during your lifetime
- Leave a lasting legacy to Wounded Warriors In Action Foundation
Common gifted assets for beneficiaries
- IRA
- 401(k)
- Life insurance
- Joint real estate
- Joint bank accounts
- Joint property ownership
Designate Wounded Warriors In Action Foundation as a beneficiary to one or more of your accounts.
We have partnered with FreeWill to offer this free online platform that will walk you through the process of setting up your beneficiaries. These gifts have a big impact and can often prevent unwanted taxation.
