[WSBAPT] IRA Beneficiary Custom Form : Vanguard

[Joshua McKarcher]

If Vanguard won't do dollar designations, then work with someone else, like, say, Edward Jones. I've had success with them using a dollar-designated custom designation -- even from the all-restrictive, "that cannot be done with an" IRA! Their home office has repeatedly approved designations exactly like the attached (redacted, with blanks). Pirate at will!

If Vanguard doesn't allow something like this, properly done, I'd be surprised - and then I'd move the funds elsewhere.

Good luck!

Joshua D. McKarcher
McKarcher Law PLLC
537 6th Street
Clarkston, WA 99403
(509) 758-3345
(509) 758-3314 (fax)
josh at mckarcherlaw.com<mailto:josh at mckarcherlaw.com>
www.mckarcherlaw.com<http://www.mckarcherlaw.com>

From: wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> wsbapt-bounces at lists.wsbarppt.com<mailto:wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Carla Wigen
Sent: Wednesday, October 20, 2021 4:08 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] IRA Beneficiary Custom Form : Vanguard

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

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

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