In my role as an estate planning attorney, many people have asked me questions about required distributions from their IRA. Particularly those over 70 ½. A great resource in understanding both the requirements and options is Natalie Choate.
I’ve seen Ms. Choate speak on a number of occasions and use her books almost weekly as a reference. She takes a topic that is often boring and difficult to understand and boils it down to something interesting and easy to digest. She is an authority who offers great practical advice on IRA distributions and important things to consider in this article: When the IRA Expert Reaches Her Own Withdrawal Age.
If you have questions or are seeking advice specific to your IRA or other estate related matters, you can contact me by phone at (920) 921-6000 or by email at firstname.lastname@example.org. For more information about legal services offered at Andrew Law Offices, please check the Practice Areas page on our website.
Sara Andrew is a partner at Andrew Law Offices, SC. Sara was named a Rising Star in 2016 by Wisconsin Super Lawyers in estate planning.