Estate and Distribution Planning

Natalie B. Choate is America’s leading author and speaker on estate and distribution planning for retirement benefits. Her book, Life and Death Planning for Retirement Benefits, is a leading resource for estate planning professionals.

What’s New!

RESA comments!

Is it Time to Retire the
“Stretch IRA”?

Read Natalie’s comments on the proposed move in Washington to (mostly) replace the life expectancy payout with an exception-loaded 5-year rule…and Natalie’s suggestion for a different approach to needed reform. Get your free copy!

September 2016: There is a new 3rd update to the print edition of Natalie Choate’s book Life and Death Planning for Retirement Benefits (7th ed. 2011). Get your free update.

add to cartIf you are new to this site, or if it has been awhile since your last visit, take some time to look around. There are many additions including an easy-to-use ordering system.

Publications & Downloads

Special Reports can be purchased and downloaded instantly. You can order The QPRT Manual online and download a copy in minutes.

The Book

Learn more about Life and Death Planning for Retirement Benefits.

You can order the print edition of Life and Death Planning for Retirement Benefits from this website and have a printed copy delivered to you. Or you can subscribe to an online, digital version, which you can visit, log in to, and use as a quick reference.