Natalie Choate

Natalie Choate, an esteemed ACTEC Fellow and retirement benefits estate planning expert, shares invaluable insights on IRA estate planning. She delves into the tax implications of retirement assets and the importance of strategic beneficiary designations, especially post-SECURE Act 2019. Natalie discusses the new 10-year rule for IRA distributions and highlights advanced strategies like Teapot Trusts and charitable remainder trusts to enhance tax efficiency for heirs. Her expertise provides critical advice for professionals looking to benefit their clients.