Special Reports

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Contains Natalie Choate’s 61-page seminar handout “Death & Taxes: the Inherited Retirement Plan,” plus Chapter 4 from Natalie Choate’s book Life and Death Planning for Retirement Benefits (Ataxplan Publications, 6th ed. 2006).

This 36-page Special Report first gives a basic road map to the federal estate tax marital deduction, then explains in detail the options available for making retirement benefits qualify for that deduction.

This 134-page seminar handout summarizes over 200 planning ideas your clients should consider (or avoid) for their IRAs, 401(k)s, and other retirement plans.

This 100-page seminar handout is an expanded and updated version of Chapter 6 of Natalie Choate’s book Life and Death Planning for Retirement Benefits.

This 61 page Special Report is an expanded and updated version of Chapter 7 of Natalie Choate’s book Life and Death Planning for Retirement Benefits (Ataxplan Publications, 7th ed. 2011).

This 48-page Special Report contains portions of the 6th edition (2006) of Life and Death Planning for Retirement Benefits dealing with the tax treatment of life insurance.

This 101-page Special Report contains information about certain “tax deals” for retirement benefits that are either temporary or applicable to only a few “grandfathered” individuals.

This report give you detailed instructions with citations regarding how to identify and fix most IRA mistakes.

Natalie Choate’s Special Report Buyer Beware! Self-directed IRAs and Prohibited Transactions is the only published in-depth study of the subject of the prohibited transaction rules as they apply to IRAs.