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Writing for Morningstar, Natalie Choate Examines Nine Less Conventional Ways to Enjoy Roth Accounts
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Natalie Choate, a member of Nutter’s Private Client Department, authored an article that outlined nine different ways to enjoy Roth accounts in Morningstar. In the article, “Roths for the Rest of Us,” Natalie discusses the different ways to acquire a Roth retirement account without the costly conversion of existing plans.