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Natalie Choate Quoted on Roth IRA Assets in InvestmentNews

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Natalie Choate, a member of Nutter’s Private Client Department, discussed gathering Roth assets in InvestmentNews. The article, “Seven Ways to Build up Assets in a Roth Account,” summarizes Natalie’s recent presentation at the publication’s Retirement Income Summit in Chicago, where she described Roth assets as a Roth “for the rest of us.” According to Natalie, strategies to fund Roths without conversions include direct rollovers of after-tax money, Roth 401(k) and individual retirement account contributions, and more.

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