Natalie Choate Quoted on Roth Accounts in InvestmentNewsPrint PDF
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Natalie Choate, Of Counsel in Nutter’s Private Client Department, discussed the complexities of a Roth conversion of after-tax contributions in a 401(k) plan for tax-free investment earnings in InvestmentNews. In the article, “8 top tax and estate-planning tips,” Natalie commented that the goal would be to do the conversion as soon as possible after making the nondeductible contribution, before any earnings start to accrue on that contribution. She pointed out that "Tax-free is much better than tax-deferred."