What’s New

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.

Ancient History
Natalie’s latest Special Report is FREE and now available to download. Read more and download.

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

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

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

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

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.)

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

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

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

2/15/07 ALI-ABA Advanced Estate Planning Practice Update- Additional Q & A
Attendees, see Bulletin Board for additional Q & A.