[WSBAPT] IRA Beneficiary Custom Form : Vanguard

[Carla Wigen]

Good Afternoon Listmates:  I know this question has probably been answered, but I am asking again.  A friend who I used to practice with is helping his Dad with an IRA beneficiary form.  The IRA is with Vanguard and they are telling him they cannot change the form.  His Dad wants to apparently do a fixed amount and then some percentages.  Anyway, does anyone have suggestions other than drafting a trust to name as the beneficiary.  And if that is the only ridiculous answer, is anyone interested in working on it?  Thank you for any responses.  Carla

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Carla C. Wigen CPA, J.D.
Chief Operating Officer  206.464.5088

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