RETIREMENT PLANS

How do I gift retirement plan assets? 


Gifting retirement plan assets only requires naming Grand Piano Series as your plan beneficiary. Contact your plan administrator for a change of beneficiary form and we will assist you with necessary details. You retain complete control of this asset and use the funds without any change. The remaining asset passes to Grand Piano Series free of both estate and income taxes when you no longer need it. Discuss this with your tax advisor regarding the benefits of such gifts, as this may substantially simplify and reduce tax implications for your heirs while helping enrich our community.  

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Grand Piano Series does not discriminate on the basis of religion, race, ethnicity, national origin, color, sex, sexual orientation, age, marital status, parental status, or disability in any of its programs, services, employment, or activities.​

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