Gifts From Your Retirement Plan

How It Works

• Name the Harvard Varsity Club as a beneficiary of your IRA, 401(k), or other qualified plan.
• Designate us to receive all or a portion of the balance of your plan through your plan administrator.
• Pass the balance in your plan to The Harvard Varsity Club after your death.

• Avoid the potential double taxation your retirement savings would face if you designated these savings to your heirs.
• Continue to take regular lifetime withdrawals.
• Maintain flexibility to change beneficiaries if your family's needs change during your lifetime.

Interested in learning more about the Harvard Varsity Club’s 1886 Society? Contact us.

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