Tip of the Week
Make your favorite Valley charity part of your family.
Will you consider including your favorite Valley charity, along with your family and loved ones, when you designate who will benefit from your IRA or life insurance policy? When you do, there are significant benefits for you as well.
- Will not affect your cash flow
- Saves you on taxes (up to 60% tax on your retirement assets)
- Allows you to pass on tax-favored assets to your heirs
- Supports our mission for years to come
Read more, email us, or contact us at (203) 751-9162