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Home > Helpie FAQs

Can I disclaim an inherited IRA?

Yes. To do so, your disclaimer must be in writing, irrevocable, and filed within 9 months of the owner’s death. You must not have accepted the assets.

As an Registered Investment Advisor, we have
a fiduciary duty to our clients and we are obligated to
provide advice that is in our clients’ best interest.

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"Information presented herein is accurate as of 04.2024. Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. Advisory services are only offered to clients or prospective clients where PCM and its representatives are properly licensed or exempt from licensure. No advice may be rendered by PCM unless a client service agreement is in place. SEC registration does not constitute an endorsement of PCM by the Commission nor does it indicate that PCM has attained a particular level of skill or ability"

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This site has been designed for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced on the site. Such offers can only be made where lawful under applicable law.

Passive Capital Management, LLC does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable for any investor. Investors are advised not to rely on any information contained on the site in the process of making a fully informed investment decision. This site is not intended to render tax or legal advice.