Natalie Choate Quoted on Roth IRA Conversions in The Wall Street JournalPrint PDF
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Natalie Choate, a member of Nutter’s Private Client Department, commented on the benefits and drawbacks of converting a Roth IRA in The Wall Street Journal. In the article, “When to Ignore the Crowd and Shun a Roth IRA,” Natalie says that Roth conversions aren’t always a good idea. According to Natalie, IRA owners who convert must pay a tax on the transfer and that individuals may give up valuable tax deferral without reaping any tax-free benefits.