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Writing for Morningstar News, Natalie Choate Authors Article on Plan Administrator Snafus

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Natalie Choate, a member of the firm’s Trusts and Estates Department, wrote an article about the complicated rules for inherited retirement benefits in Morningstar News. In the article, “Inherited IRA Owners: Watch Out for These Plan Administrator Snafus,” Choate outlines tips on how to avoid bungling transfers and rollovers.

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