Ordering Information

There are a number of different ways to order Ataxplan Publications book and articles. You can now order several supplements and special reports online and download them within minutes.

Natalie Choate’s Books

Pub Date Title Price Order Online Order by Mail/Fax

2006

Life and Death Planning for Retirement Benefits
6th Edition

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$89.95

bookmasters order form

2004

The QPRT Manual
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$89.95

bookmasters order form

Book Supplements

Pub Date Title Price Order

8/03/06

Life and Death Planning for Retirement Benefits 6th ed. TOC-I-TOA
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Free

free download

Special Reports

   
Pub Date Title
Price
Download free sample pages Order

12/21/06

The 188 Best and Worst Planning Ideas for Your Client’s Retirement Benefits
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Buy and download “188 Best and Worst”:
Once your payment is processed you will be sent a link where you can download this article instantly. (You do not need a PayPal Account.)

**This is an update to the previous version "170 Best and Worst." If you purchased "170 Best and Worst" you can get the update for free by logging in and downloading the updated version. If you forgot your login info or have other problems let us know.

$39.95

free download
 

Buy “188 Best and Worst” by mail:

$49.95

free download order form

3/26/07

Retirement Benefits and the Marital Deduction (Including Planning for the Noncitizen Spouse)
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Buy and download “Marital Deduction”:
Once your payment is processed you will be sent a link where you can download this article instantly. (You do not need a PayPal Account.)

$29.95

get sample

3/26/07

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

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free download

9/4/07

Making Retirement Benefits Payable to Trusts
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  Buy and download “Trusts”:
Once your payment is processed you will be sent a link where you can download this article instantly. (You do not need a PayPal Account.)

$39.95

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9/4/07

Estate Administrator’s Guide to Retirement Benefits
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  Buy and download “Guide”:
Once your payment is processed you will be sent a link where you can download this article instantly. (You do not need a PayPal Account.)

$39.95

get sample

TBA

Charitable Giving with Retirement Benefits
TBA
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Coming Soon

2006

Forms on CD
Now, all the forms in Life and Death Planning for Retirement Benefits (6th edition, 2006) plus several more that didn't fit into the book, are available ready to plug into your word processor and use in your practice.

The price includes Shipping & Handling.
Please add $2.50 Mass. sales tax for Mass. delivery Format: WordPerfect 11.0 and Word 2003, CD-ROM.

$49.95

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order form