provides the information practitioners need to deal with their clients’ retirement benefits. Order the book.
is the definitive guide to qualified personal residence trusts. Now available as a pdf!
You can order Natalie Choate's Special Reports and download them within minutes. There are ten Special Reports focusing on a range of topics. Learn more.
Do you own the print edition of Natalie Choate’s book Life and Death Planning for Retirement Benefits (7th ed. 2011)? Download the new important UPDATE to the book, covering important changes in the law since the book was published. Click here.
Now available in electronic edition! By popular demand, Natalie Choate’s book Life and Death Planning for Retirement Benefits (7th ed. 2011) has been published in an electronic version. The e-book edition gives you the entire book in word-searchable format, PLUS two additional chapters (on life insurance and annuities in retirement plans) that were left out of the print edition for reasons of space. Updates for 2014 law changes are already incorporated into the e-book. And of course the convenience you expect from an electronic format: Word-searchable text. Live links to cross-referenced sections. Access anywhere you have an internet connection. Only $9 per month, cancellable at any time. Visit www.retirementbenefitsplanning.com to subscribe or learn more.