Bulletin Board
This Bulletin Board contains miscellaneous notices from Natalie Choate to the estate planning and investment professional communities.
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This Bulletin Board contains miscellaneous notices from Natalie Choate to the estate planning and investment professional communities.
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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.