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<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">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!<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">If Vanguard doesn’t allow something like this, properly done, I’d be surprised – and then I’d move the funds elsewhere.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Good luck!<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Joshua D. McKarcher<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">McKarcher Law PLLC<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">537 6th Street<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">Clarkston, WA 99403<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">(509) 758-3345<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif">(509) 758-3314 (fax)<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><a href="mailto:josh@mckarcherlaw.com">josh@mckarcherlaw.com</a><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:12.0pt;font-family:"Times New Roman",serif"><a href="http://www.mckarcherlaw.com">www.mckarcherlaw.com</a><o:p></o:p></span></p>
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<p class="MsoNormal"><b>From:</b> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <a href="mailto:wsbapt-bounces@lists.wsbarppt.com">
wsbapt-bounces@lists.wsbarppt.com</a> <b>On Behalf Of </b>Carla Wigen<br>
<b>Sent:</b> Wednesday, October 20, 2021 4:08 PM<br>
<b>To:</b> wsbapt@lists.wsbarppt.com<br>
<b>Subject:</b> [WSBAPT] IRA Beneficiary Custom Form : Vanguard<o:p></o:p></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal">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<o:p></o:p></p>
<p class="MsoNormal"><o:p> </o:p></p>
<p class="MsoNormal"><span style="font-family:"Arial",sans-serif;color:black">.....................................................<br>
Carla C. Wigen CPA, J.D. </span><br>
<span style="font-family:"Arial",sans-serif;color:black">Chief Operating Officer 206.464.5088
</span><br>
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