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Natalie Choate quoted in “Uncle Sam Gets Tougher On IRA Error”

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The Wall Street Journal
06.14.2008
Natalie Choate, a member of the firm’s Trusts and Estates practice, was quoted in “Uncle Sam Gets Tougher On IRA Error” in The Wall Street Journal on June 14. The article discusses the crackdown by the IRS on investors who miss the deadline for moving retirement savings from one account to another. “Sometimes you say to put it in IRA Account 123, and it gets put in your (taxable) checking account,” says Natalie. “If you’re doing a rollover, open your statement the next month and make sure the money went to the right place.”
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