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Writing for Morningstar, Natalie Choate Discusses Thorny Issues When Leaving IRA to Trust for Young Children

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08.20.2018 | Article

Natalie Choate, a member of Nutter’s Private Client Department, analyzed the current IRS rules for naming a trust as a beneficiary in Morningstar. In the article, “Thorny Issues When Leaving IRA to Trust for Young Children,” Natalie outlines several alternatives to leaving an IRA to a trust for children, as well as their respective drawbacks.

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