What’s New

November 2011

Choate’s Notes
Vol. 13, No. 1, Spring 2011: Disclaimers: Essentials + New Deadline

April 2011

New Seminar Topic: IRAs with Hair - What to do with an IRA that has a shady past.
The world of IRA mistakes is like the children’s game “Chutes and Ladders.” Your client falls down the “chute” by making an IRA mistake. What IRS horrors await him? Before the IRS destroys your client’s retirement security, you need to find a “ladder” to bring the client’s IRA back up to the sunny skies of retirement heaven! Learn more about this topic.

February 2011

First update to the 7th Edition of Life and Death Planning for Retirement Benefits
The first update to new edition covers impact of new estate tax rules! Download the pdf.

Choate’s Notes
Vol. 12, No. 2, Fall 2010: Who Makes Retirement Benefit Mistakes?
Vol. 12, No. 1, Spring 2010: How to Cure an Excess IRA Contribution

December 2010

Special Report: When Insurance Products Meet Retirement Plans
This 48-page Special Report contains portions of the 6th edition (2006) of Natalie Choate’s book Life and Death Planning for Retirement Benefits (Ataxplan Publications, 6th ed. 2006) that were dropped from the 7th edition (2011), dealing with the tax treatment of life insurance held in a qualified retirement plan and the minimum distribution rules applicable to defined benefit plans and to annuities purchased inside IRAs and other defined contribution plans. Read more and order.

November 2010

7th edition (2011) of Life and Death Planning for Retirement Benefits
The 7th edition (2011) of Life and Death Planning for Retirement Benefits has been released. Find out what's new in this edition.

May 2010

Video Reports on Morningstar.com
Natalie Choate recently recorded two video reports with Christine Benz of Morningstar.com at the Retirement Income Summit. They discussed IRA Conversion Tips and Traps and Annuities within IRAs.

March 2010

Ancient History
Natalie’s latest Special Report is now available. Read more about this report.

September 2009

Roth-Ready for 2010!
Natalie’s latest Special Report is now available for purchase. Read more about this report.

Choate’s Notes
Vol. 11, No. 1, Spring 2009: Roth IRA Options Exploding
Download the latest edition of Choate’s Notes (pdf.)

January 2009

Minimum Distribution Requirements
No minimum distributions required in 2009! Read Natalie’s article.

Transferring an IRA Out of a Trust
See Natalie’s sample tax opinion regarding how to transfer an IRA out of a trust.

August 2008

The QPRT Manual Update
Cumulative update brings The QPRT Manual up to date through summer 2008.
Download the update.

Choate’s Notes
Vol. 10, No. 1, Spring 2008: Separation vs. Severance vs. Retirement
Download the latest edition of Choate’s Notes (pdf.)

Charitable Giving with Retirement Benefits Special Report
Natalie’s newest Special Report is now available for purchase. Read more about this report.

May 2008

Choate’s Notes
Vol. 9, No. 2, Summer 2007: What’s New Over the Summer?
Download the latest edition of Choate’s Notes (pdf.)

March 2008

Should your clients convert to a Roth in 2010?
Read what Bob Keebler and Steve Bigge have to say. (174k pdf)