(Gift illustration)

How it works

	You name the Guggenheim as the beneficiary of your IRA, 401(k), or other qualified plan.
	After your lifetime, the residue of your plan passes to the Guggenheim tax-free.

Benefits

• No income or estate tax will be levied on the residue left in your retirement account if you leave it to the Guggenheim.
• Give the most-taxed asset in your estate to the Guggenheim, and leave more favorably taxed property to your heirs.
• You can continue to take withdrawals during your lifetime.
• You can change the beneficiary if your circumstances change.

For more information

E-mail us, complete the personal illustration form, or call us at 212 423 3500 so that we can assist you through every step of the process.

Solomon R. Guggenheim Foundation
1071 Fifth Avenue
New York, NY 10128-0173
212 423 3500