Witham Health Services
 


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Retirement Plans


How it works

  1. You name the Witham Health Services Foundation as the beneficiary of your IRA, 401(k) or other qualified plan.
  2. After your lifetime, the residue of your plan passes to the WItham Health Services Foundation tax-free.

Benefits

  • You can avoid both income AND estate tax due on the remainder left in your retirement account by leaving it to the Witham Health Services Foundation.
  • Give the most-taxed asset in your estate to the Witham Health Services Foundation, and leave more favorably taxed property to your heirs.
  • You continue to receive retirement benefits during your lifetime.
  • You can change the beneficiary at your discretion.

For more information

Email us at foundation@witham.org or call us at 765-485-8112 so that we can assist you through every step of the process.



Questions? Please contact:
Witham Health Services Foundation
2705 N. Lebanon Street, Suite 115
Lebanon, IN  46052
Phone: 765-485-8112
Fax: 765-485-8139
foundation@witham.org








© 2014 Witham Health Services | 2605 N. Lebanon Street | Lebanon, IN 46052 | (765) 485-8000