Chabad USC

Retirement Plans

You may wish to designate Jewish Russian Community Center of Ontario as a beneficiary of your retirement plan. IRA's, 401k's, Keogh Plans and others are subject to both estate and income taxes. Consider designating JRCC of Ontario as a beneficiary. This outstanding gesture gives the Jewish community a substantial donation at a minimum cost to your family.

How to Designate JRCC of Ontario as a Retirement Plan:

  • Request a beneficiary change form from your retirement plan administrator and designate Jewish Russian Community Center as the beneficiary.
  • Designate Jewish Russian Community Center as the beneficiary of your retirement plan.
  • This gift avoids both income and federal taxes.
  • This type of gift is easy and can be done at no cost.
  • You can continue to take withdrawals during your lifetime.
  • You can always change your beneficiary if circumstances change.
  • Avoid the low payout of some IRAs, which sometimes pay your children 30 cents on the dollar, with a generous donation to JRCC of Ontario Center.
  • JRCC of Ontario will receive 100 percent of your gift to encourage Jewish continuity.

Allow us to work with you, your family, and if desired, your financial advisor to develop the most personalized strategy for your goals. For more information, contact us.