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Writing for Morningstar, Natalie Choate Addresses IRAs and Retirement Plans
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Natalie Choate, a member of Nutter’s Private Client Department, wrote an article for Morningstar that analyzed a collection of erroneous statements that advisors have heard from IRA providers and plan honchos over the years. In her article, “4 Dumb Answers About IRAs and Retirement Plans,” Natalie examines four statements pertaining to death benefits, designated beneficiaries, withholding of income tax, and IRA distributions.
