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Natalie Choate Comments on Inheriting IRAs in The Wall Street Journal
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Natalie Choate, a member of Nutter's Private Client Department, addressed changes to the Stretch IRA, a popular strategy for passing on tax-free growth to younger heirs, in The Wall Street Journal. In the article, “Inheriting IRAs Just Got Complicated, Thanks to New Retirement Overhaul,” Natalie noted it’s imperative for IRA owners who have set up trusts to revisit them. “Some types of IRA trusts make no sense under the new law, so people need to check its effect,” she added.