August 2008
August 19, 2008
NEW cumulative update brings The QPRT Manual up to date through summer 2008.
Download the update.
Vol. 10, No. 1, Spring 2008: Separation vs. Severance vs. Retirement
Download the latest edition of Choate's Notes (pdf.)
August 8, 2008
Charitable Giving with Retirement Benefits Special Report
Natalie's newest Special Report is now available for purchase. Read more about this report.
May 2008
May 27, 2008
Vol. 9, No. 2, Summer 2007: What's New Over the Summer?
Download the latest edition of Choate's Notes (pdf.)
March 2008
March 27, 2008
Should your clients convert to a Roth in 2010?
Read what Bob Keebler and Steve Bigge have to say. (174k pdf)
August 2007
August 31, 2007
Download the second update to the 6th edition (2006) of Life & Death Planning for Retirement Benefits (pdf.)
This cumulative update replaces the first update to the 6th edition.
August 29, 2007
Vol. 9, No. 1 Spring 2007: Retirement Benefit Riddles
Download the latest edition of Choate's Notes (pdf.)
February 2007
February 20, 2007
2/15/07 ALI-ABA Advanced Estate Planning Practice Update- Additional Q & A
Attendees, see Bulletin Board for additional Q & A.
November 2006
The new 6th edition of Life & Death Planning for Retirement Benefits is shipping now.
YES it covers the Pension Protection Act of 2006!
August 2006
Vol. 8, No. 2 Summer 2006
Download the latest edition of Choate's Notes (pdf.)
Reader testimonials for Life and Death Planning for Retirement Benefits