Gifts from Retirement Plans

CLICK HERE FOR A DETAILED EXPLANATION

How It Works

  You name Winsor as the beneficiary of your IRA, 401(k) or other qualified plan.

  The remaining balance in your plan passes to Winsor after your death.

Benefits

• Your retirement savings escape both estate and income tax when you direct the balance of your plan to Winsor.
• You can continue to take withdrawals during your lifetime.
• You can change your beneficiary if your circumstances change.
• You have the satisfaction of knowing that your hard-earned retirement assets will support Winsor's future.

More

• Is this gift for you? Click here.
• Read more detail. Click here.

To learn more about gifts of retirement plans, Email us, complete the Information Request Form, or call us at (617) 912-1340 so that we can assist you.

The Winsor School
Pilgrim Road
Boston, MA 02215
Phone: (617) 912-1340
Fax: (617) 912-1342