Special Reports

Order and download within minutes!

You can order Natalie Choate's Special Reports and download them within minutes. There are ten Special Reports.

IRAs with Hair: What to do with an IRA that has a Shady Past

Price: $39.95 Read description and order.

Ancient History

Price: $19.95 Read description and order.

When Insurance Products Meet Retirement Plans

Price: $29.95 Read description and order.

Roth-Ready for 2010!

Price: $49.95 Read description and order.

Seminar outline: “The 100 194! Best & Worst Planning Ideas for Your Client’s Retirement Benefits”

Price: $39.95 (downloadable version); $49.95 (printed version) Read description and order.

Retirement Benefits and the Marital Deduction (Including Planning for the Noncitizen Spouse)

Price: $29.95 Read description and order.

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Health Savings Accounts: What You Need to Know about HSAs and Tax-free IRA-HSA Transfers

Price: FREE Read description and download.

Making Retirement Benefits Payable to Trusts

Price: $39.95 Read description and order.

The Estate Administrator’s Guide to Retirement Benefits

Price: $39.95 Read description and order.

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Charitable Giving with Retirement Benefits

Price: $39.95 Read description and order.

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What others have said about “The 194! Best and Worst Planning Ideas for Your Client’s Retirement Benefits”

“Natalie, I just got your outline and I really like it. Comprehensive and I like the format. It is very easy to use.”
AC, Maryland

“This outline is invaluable as a checklist of ideas to be considered in different situations (such as advising a client whether to roll over to a different plan, or drafting a beneficiary designation form). Plus, this is the first place to look when you hear about a new tax-saving or investment idea for IRAs.”