Natalie Choate Comments on Retirement Breaks in The Wall Street JournalPrint PDF
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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, "After Stretch IRAs, What Retirement Breaks Could Congress Chop Next?" she discusses the saga of Stretch IRAs is instructive when considering future potential changes. "Congress seems to want to get money into retirement plans and then change the rules when the money’s trapped in them," she added.