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Natalie Choate publishes “Annuity Contracts inside Retirement Plans”

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Northwestern Mutual Advanced Planning Bulletin
July 2008
Natalie Choate, a member of the firm’s Trusts and Estates practice group, published “Annuity Contracts inside Retirement Plans” in the July issue of the Northwestern Mutual Advanced Planning Bulletin. The article collects all the Tax Code rules that apply to an annuity contract held inside an individual retirement account (IRA) or other retirement plan.
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