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Morningstar News publishes “Excess IRA Contributions: How to Fix Them” by Natalie Choate

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Natalie Choate, a member of the firm’s Trusts and Estates Department, published “Excess IRA Contributions: How to Fix Them” in Morningstar News on November 21. The article discusses how the Tax Code gives IRA owners a limited time to take back their IRA contributions – whether due to a change of mind about a particular contribution or to avoid a penalty or an excess contribution. Natalie notes, however, that if an individual makes an excess contribution but misses the deadline for the penalty-free cleanup, the contributor will still need to fix it but the method and timing are different.

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