Retirement Plans - Santa Fe Jewish Center
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Chabad USC
Congressman Ben Ray Lujan, Mayor Javier Gonzales and Prof. Stephen and Jane Hochberg look on as Rabbi Berel Levertov writes the first letters of the new Hochberg Torah December 2015 

Retirement Plans

You may wish to designate the Santa Fe Jewish Center - Chabad 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 Chabad as a beneficiary. This outstanding gesture gives the Jewish community a substantial donation at a minimum cost to your family.

How to Designate Chabad as a Retirement Plan:

  • Request a beneficiary change form from your retirement plan administrator and designate Chabad Center for Jewish Life as the beneficiary.
  • Designate Chabad 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 our local Chabad Center.
  • Chabad 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.

Rabbi Berel Levertov
Santa Fe Jewish Center - Chabad
230 West Manhattan Avenue
Santa Fe, NM, 87501
505-983-2000
rabbi@chabadsantafe.com