Retirement Plans

Retirement fund benefits are the most heavily taxed asset in many estates due to the liability of heirs for income and estate tax. Over half of your retirement plan assets can be reduced by taxes at your death. By naming the PHJC Foundation to receive all or a portion of your qualified retirement plan such as an IRA, 401(k) or Keogh plan, you can offset some of the taxes your loved ones have to pay and preserve more of your estate for the people and organizations that matter the most in your life.  If you have questions or need more information, please contact the PHJC Foundation at (574) 935-1737, or by email at This email address is being protected from spambots. You need JavaScript enabled to view it.