[WSBAPT] IRA Beneficiary Custom Form : Vanguard

[Roger Hawkes]

Be aware that trust beneficiary for IRA may suffer badder tax consequences.

Roger Hawkes, WSBA # 5173
Sky Valley Law
For incoming mail: Box 351, Sultan 98294
For in person visits: 423 Main, Sultan, WA 98294
Or other places to be arranged
206 367 5000
360 799 6438
Fax: 206 367 4005

From: wsbapt-bounces at lists.wsbarppt.com <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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