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 |
|---|---|---|---|---|
| 2011 | Life and Death Planning for Retirement Benefits 7th Edition Read more about this book. |
$89.95 |  |
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| 2004 | The QPRT Manual Read more about this book. |
$89.95 | |
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Book Supplements
| Pub Date | Title | Price |
Order |
|---|---|---|---|
| 11/09/10 | Life and Death Planning for Retirement Benefits 7th Edition Table of Contents Read description. |
Free |  |
Estate Planning Studies Article
| Pub Date | Title | Price |
Order |
|---|---|---|---|
| 7/08 | “Tax opinion: Transferring an IRA out of trust” Read description. |
Free | |
Special Reports
| Pub Date | Title | Price |
Download free sample pages | Order |
|---|---|---|---|---|
| 3/24/11 | “IRAs with Hair: What to do with an IRA that has a Shady Past” Read description. |
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| Buy and download “IRAs with Hair”: 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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| 12/17/10 | “Ancient History” Read description. |
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| Buy and download “Ancient History”: 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.) |
$19.95 | |
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| 11/09/10 | “When Insurance Products Meet Retirement Plans” Read description. |
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| Buy and download “Insurance Products”: 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 | |
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| 9/10/09 | “Roth-Ready for 2010!” Read description. |
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| Buy and download “Roth-Ready”: 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.) |
$49.95 | |
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| 4/13/09 | “Charitable Giving with Retirement Benefits” Read description. |
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| Buy and download “Charitable”: 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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| 2/9/09 | “The 194 Best and Worst Planning Ideas for Your Client’s Retirement
Benefits” Read description. |
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| Buy and download “194 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 "188 Best and Worst." If you purchased "188 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 | |
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| Buy “194 Best and Worst” by mail: |
$49.95 | |
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| 3/26/07 | “Retirement Benefits and the Marital Deduction (Including Planning for the Noncitizen Spouse)” Read description. |
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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 | |
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| 3/26/07 | “Health Savings Accounts: What You Need to Know about HSAs and Tax-free IRA-HSA Transfers” Read description. |
FREE | --- |
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| 9/4/07 | “Making Retirement Benefits Payable to Trusts” Read description. |
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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” Read description. |
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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 | |
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