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<p class="MsoNormal"><span style="font-size:16.0pt">Carla,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt">I am quite interested in the area of IRA beneficiary designation language and can share from experience that I have yet to find a company that will allow a dollar amount to be listed. Every qualified plan
beneficiary designation form I have reviewed has indicated beneficiaries must receive their “amount” by a percentage designation and all percentages, when added, must equal to 100% (this second point seems pretty obvious but honestly it’s on every form I have
reviewed).<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt">With the Secure act, the trust language to be used is different then in the past. I am sure you will likely here from people closer in proximity then I but, if you don’t, I would gladly consider this project.
Definitely work I enjoy.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt">Best.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><i><span style="font-family:"Script MT Bold"">Diane J. Kiepe<o:p></o:p></span></i></p>
<p class="MsoNormal"><i><span style="font-family:"Script MT Bold""><o:p> </o:p></span></i></p>
<p class="MsoNormal">Diane J. Kiepe<o:p></o:p></p>
<p class="MsoNormal">Douglas Eden<o:p></o:p></p>
<p class="MsoNormal">717 W. Sprague Ave.<o:p></o:p></p>
<p class="MsoNormal">Suite 1500<o:p></o:p></p>
<p class="MsoNormal">Spokane, WA 99201<o:p></o:p></p>
<p class="MsoNormal"><a href="mailto:djkiepe@depdslaw.com"><span style="color:#0563C1">djkiepe@depdslaw.com</span></a><o:p></o:p></p>
<p class="MsoNormal">509-455-5300<o:p></o:p></p>
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<p class="MsoNormal"><span style="font-size:16.0pt"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b>From:</b> wsbapt-bounces@lists.wsbarppt.com <wsbapt-bounces@lists.wsbarppt.com>
<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>
<br>
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