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  2. Natalie Choate

Natalie Choate

Natalie Choate is a lawyer in Wellesley, Massachusetts, who concentrates in estate planning for retirement benefits. Her book, Life and Death Planning for Retirement Benefits, is a leading resource for professionals in this field. The views expressed in this article do not necessarily reflect the views of Morningstar.


Tax-Timing Your Retirement
The effect of postponing RMDs and how to eventually start taking money out of your retirement plan.