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Natalie Choate quoted on tax-free IRA charity distribution

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The Wall Street Journal
10.18.2008
Natalie Choate, a member of the firm’s Trusts and Estates practice group, was quoted in The Wall Street Journal’s column “Ask Encore – Focus on Retirement” on October 18 & 25. The articles discuss the renewed opportunity for tax-free IRA charitable giving as a result of the Federal Government’s rescue plan. Extracting money from an IRA without having it count towards your adjusted gross income is “good for about 10 different reasons,” Natalie says. For example, your adjusted gross income can affect the size of your Medicare Part B premiums, taxability of Social Security benefits and eligibility to convert traditional IRA assets to a Roth IRA.
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