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