Gifts from Retirement Plans at Death

Diagram Description

Gifts from Retirement Plans at Death Diagram. Description of image is listed below.

How It Works

  1. You name MSU as beneficiary for part or all of your retirement-plan benefits
  2. Funds are transferred by plan administrator at your death

Benefits

  • No federal income tax is due on the funds that pass to MSU
  • No federal estate tax on the funds
  • You make a significant gift for the programs you support at MSU

Special note: Call or e-mail us to tell us of your intent, and we will assist you with the details of the transfer.

 

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Contact Us

Jeffrey T. Spoeri, J.D.
Vice President for University Advancement
(940) 397-4782
jeff.spoeri@msutexas.edu

Midwestern State University
3410 Taft Blvd.
Hardin 110
Wichita Falls, TX 76308

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