What’s New
New Videos: IRA Conversion Tips and Traps and Annuities within IRAs
New FREE downloadable Special Report, Ancient History
Choate’s Notes, Vol. 11, No. 1
See Natalie’s sample tax opinion regarding how to transfer an IRA out of a trust.
Cumulative update brings The QPRT Manual up to date through summer 2008. Download update.
Should your clients convert to a Roth in 2010? Read what Bob Keebler and Steve Bigge have to say. (174k pdf)
Second update to 6th edition
Download the latest update to Life & Death Planning for Retirement Benefits (pdf.) (Replaces first update.)
