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Natalie Choate Authors Morningstar Article on How to Roll Over an IRA into a Qualified Plan
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Natalie Choate, an Of Counsel in Nutter's Private Client Department, authored an article that outlines several good reasons to do an IRA-to-plan rollover. In the article, "How to Roll Over an IRA Into a Qualified Plan," Natalie outlines why individuals may want to roll money from their IRA into their employer's qualified plan, and provides seven steps for them to do so.
