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Natalie Choate Analyzes Annuities in Morningstar News

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07.09.2016 | Article

Natalie Choate, a member of Nutter’s Trusts and Estates Department, wrote an article discussing annuity types and what happens when an IRA holds an annuity contract in Morningstar News. In the article, “Annuity Inside an IRA: Know the Rules,” Natalie points out that although both immediate and deferred annuity contracts can be held in an IRA, they have very different consequences under the minimum distribution rules.

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