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Natalie Choate Delivers Keynote Address at InvestmentNews 2017 Retirement Income Summit

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Natalie Choate, a member of Nutter’s Trusts and Estates Department, gave the keynote presentation, which addressed the complexities of required minimum distributions (RMDs), at the InvestmentNews 2017 Retirement Income Summit. In the accompanying article, “Avoid these common RMD mistakes,” Natalie highlighted common pitfalls when taking distributions from retirement accounts, such as deferring RMDs one year too late, taking from the wrong accounts, and not using qualified charitable distributions. According to Natalie, “as simple as it [required minimum distributions] is, it seems to generate a lot of mistakes as well as planning opportunities.”

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