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Retirement Plans

How it Works:
 
Ø      You name BBBS of SW Florida as the beneficiary of your IRA, 401(k) or other qualified plan.
Ø      Any residual left in your plan when you pass on passes tax-free to BBBS of SW Florida.
 
Benefits:
 
Ø      You can escape both income AND estate tax levied on the residual left in your retirement account by leaving it to charity.
Ø      You can continue to take withdrawals through your lifetime.
Ø      You can change your beneficiary if circumstances change.
Ø      You can elect to leave your retirement plan assets to BBBS through your will or revocable trust instead.
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Latest Newsletter:
March 2010 Port Charlotte Newsletter
February 24th, 2010

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Latest Story:
Dieter & Joey
Dear Big Brothers Big Sisters of SWFL:   Joey and I will be together for four years on 16 ...
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