Special Reports

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Roth Immersion!

Everything the estate planner or CFP needs to know about Roth retirement plans. Continue reading

Buyer Beware! Self-Directed IRAs and Prohibited Transactions

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. Continue reading

IRA Mistakes and How to Fix Them

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

Ancient History

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. Continue reading

When Insurance Products Meet Retirement Plans

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. Continue reading

Estate Planning Article

Provided here (with permission of the publisher) is my article published in the July 2008 issue of Estate Planning Studies. Continue reading

Charitable Giving with 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). Continue reading

Making Retirement Benefits Payable to Trusts

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. Continue reading

Seminar outline: The 203! Best and Worst Planning Ideas for Your Client’s Retirement Benefits

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. Continue reading

Retirement Benefits and the Marital Deduction (Including Planning for the Noncitizen Spouse)

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. Continue reading

The Estate Administrator’s Guide to Retirement Benefits

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). Continue reading