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Partial disclaimer of IRA

Guest Steve Palmer

By Guest Steve Palmer
in Estate Planning Aspects of IRAs and Retirement Plans

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Guest Steve Palmer

Guest Steve Palmer

Posted
Posted

Can a partial interest in an IRA be disclaimed? In other words, can $30,000 of a $50,000 IRA be disclaimed and the balance not disclaimed? Could it be a dollar amount or a percentage, or either?

Thank you

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