Retirement plan assets at
death, unless payable to a spouse or charity, may be subject to
estate tax. The distributions to individuals of the assets from
such plans are also subject to federal income tax. You may wish
to consider Dartmouth as a complete or partial beneficiary of your
plan to limit this potential double taxation. Usually, this is a
simple matter of requesting a form from your human resources department
and indicating a percentage to be distributed to Dartmouth at your
passing.
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