Disclaiming interest as a beneficiary of Non-qualaified deferred annuity
The client has 2 Deferred annuities naming 1 son as a primary beneficiary and the rest of his children as contingent beneficiary. The client passed away. The primary beneficiary wants to disclaim 2/3rds of his interest. Can he do it? Can it be a qualified disclaimer as per IRS revenue code 2518?
Permalink Submitted by Alan - IRA critic on Wed, 2015-11-18 19:15
Duplicate post.