Natalie is still working on a formal update to the book Life and Death Planning for Retirement Benefits 8th ed. 2019, which will posted here for free download someday. Sign up here if you wish to receive Natalie's email newsletter Choate's Notes, which will include notice when an update is posted. Many sections of the book will need updates to reflect the new law.
Most significantly, SECURE replaces the life expectancy payout with a 10-year payout (modelled on the old 5-year rule) for all but 5 specified categories of designated beneficiary-surviving spouses, minor children of the participant, disabled and chronically ill beneficiaries, and beneficiaries less than 10 years younger than the participant.
Most significantly, SECURE replaces the life expectancy payout with a 10-year payout (modelled on the old 5-year rule) for all but 5 specified categories of designated beneficiary-surviving spouses, minor children of the participant, disabled and chronically ill beneficiaries, and beneficiaries less than 10 years younger than the participant.
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Natalie B. Choate practices law in Wellesley, Massachusetts. Her practice is limited to consultations with other professionals regarding the tax treatment of retirement plan benefits. Her books Life and Death Planning for Retirement Benefits and The QPRT Manual are leading resources for estate planning professionals.
Natalie Choate's classic book Life and Death Planning for Retirement Benefits, has been an indispensable reference for estate planners since 1996. Everything you need to know about the required minimum distribution rules both during life and post-death (inherited plans and IRAs).
Everything Roth: Roth conversions, 8 ways to contribute to a Roth IRA, Roth distributions, Roth rollovers, Roth abuses, and how the early-distributions penalty affects Roth plans.Rollovers and plan-to-plan transfers: What's the difference, what are the requirements for (and effects of) each, and which should you use when.
Everything Roth: Roth conversions, 8 ways to contribute to a Roth IRA, Roth distributions, Roth rollovers, Roth abuses, and how the early-distributions penalty affects Roth plans.Rollovers and plan-to-plan transfers: What's the difference, what are the requirements for (and effects of) each, and which should you use when.
When I'm trying to convince some recalcitrant institution to do what I want for a client, usually all I have to do is say "Well, according to Choate's book." and I get what I want." While I know not every so called IRA expert agrees with all your positions on everything, your book usually provides the answers and techniques I am looking for.
Natalie Choate's second book, The QPRT Manual, is the definitive guide to qualified personal residence trusts. QPRTs are a popular estate planning strategy that anyone who owns a home can use. Unlike family limited partnerships, QPRTs do not attract hostile IRS attention- in fact the IRS wrote the rules for QPRTs and has even published a sample trust form!
Natalie B. Choate, the author of the bible on retirement distribution planning, Life and Death Planning for Retirement Benefits has just released the first ever The QPRT Manual. It's a winner and like its sister book, should be within arms-length distance of any professional who has a question on QPRTs!
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