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.
ATRA is a whole new tax law! My free Special Report, “Estate Planning for Retirement Benefits: Recent Developments (2013)” covers the planning implications of ATRA plus all the cases, rulings, and other new developments affecting our clients’ retirement benefits.
The QPRT Manual is no longer in print, but now you can purchase the complete book as a pdf. Order your copy.
The new 7th edition (2011) of Natalie Choate’s classic book, the practitioner’s “bible” for understanding their clients’ IRAs and other retirement plans, tells you everything you need to know about rollovers, Roth conversions, minimum distributions, making retirement benefits payable to trusts, pre-age 59½ distributions, how to recover after-tax money from IRAs and plans, and much much more. Order the new edition here.