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Writing for Morningstar, Natalie Choate Addresses IRA Annuity Surprises

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Natalie Choate, a member of Nutter’s Private Client Department, authored an article for Morningstar that addressed how a required minimum distribution can change when an IRA is converted to, or invested in, an annuity. Her article, titled “IRA Annuity Surprises,” presents examples that cover “true” or “immediate” annuities providing guaranteed regular payments from an insurance company in exchange for a lump sum investment, not “deferred” annuities being held as an investment asset.

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