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Writing for Morningstar, Natalie Choate Discusses Charitable Remainder Trusts

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Natalie Choate, a member of Nutter’s Private Client Department, penned an article titled, “Is a Charitable Remainder Trust the Way to Beat SECURE?” in Morningstar. The piece examines if charitable remainder trusts are the way to “beat SECURE” – some new or previously overlooked planning device that could at least partly replace the stretch IRA as a tax-favored way to dispose of the IRA at death.

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