What’s New
No minimum distributions required in 2009! Read Natalie's article.
NEW See Natalie’s sample tax opinion regarding how to transfer an IRA out of a trust.
NEW cumulative update brings The QPRT Manual up to date through summer 2008. Download update.
NEW downloadable Special Report: “Charitable Giving with Retirement Benefits.”
Should your clients convert to a Roth in 2010? Read what Bob Keebler and Steve Bigge have to say. (174k pdf)
Second update to 6th edition
Download the latest update to Life & Death Planning for Retirement Benefits (pdf.) (Replaces first update.)
