7 Ways to Fix Wrong or Missing Beneficiary Designations
Contributor Natalie Choate explains what to do when a decedent names the wrong (or no) beneficiary on retirement accounts.
Natalie Choate
Natalie Choate practices law in Boston with Nutter McClennen & Fish LLP, specializing in estate planning for retirement benefits. Her book, Life and Death Planning for Retirement Benefits, is a leading resource for professionals in this field.
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How to Maximize Roth Savings Through a Solo 401(k)
Contributor Natalie Choate examines how some self-employed workers can make the most of Roth savings later in life.
How to Maximize Roth Savings Through a 401(k) Plan
Contributor Natalie Choate discusses a little-known--but low-tax--savings strategy.
4 Dumb Answers About IRAs and Retirement Plans
Natalie Choate shares some of the incorrect statements she's heard from IRA providers and plan administrators.
How to Avoid This IRA-to-IRA Rollover Trap
Contributor Natalie Choate reviews a few ways to get around the once-per-year limit.
IRA Annuity Surprises
And not the good kind, either, says contributor Natalie Choate.
Tricky Timelines If You Miss an RMD
For what year or years do you file IRS Form 5329 if you discovered you've missed a required minimum distribution?
Restoring Lawsuit Winnings to an IRA
The ability to contribute a restorative payment to an IRA applies only to the compensatory payment for the actual investment loss.
The 401(k) Early Withdrawal Penalty: It's Not Fair!
Contributor Natalie Choate reviews some of the inconsistencies in the penalty investors pay if they take distributions from their retirement plans too early.
A Good Tax Idea Backfires
Rolling your IRA into your 401(k) while still employed may help you temporarily skirt required minimum distributions, but there can be drawbacks.