Life and Death Planning for Retirement Benefits

What's New

Natalie's podcasting! Learn more.

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.)

Forms-on-CD 6.0 and “188 Best & Worst Planning Ideas 2008”
Click here to order.

QPRT Manual