Ataxplan Publications

Natalie Choate is a renowned authority and the leading author and speaker on estate and distribution planning for retirement benefits in the United States. With a background as a practicing estate planning lawyer and a dedication to the field of tax-favored retirement plans, Natalie has established herself as a trusted expert in her field. She is the author of America's leading resource for estate planning professionals, Life and Death Planning for Retirement Benefits.

Books and Resources

From her book Life and Death Planning for Retirement Benefits, published in its 8th edition in 2019, to her comprehensive outline "Estate Planning for Retirement Benefits" updated for SECURE (2019), the IRS proposed regulations completely restating the minimum distribution rules, and SECURE 2.0 (December 2022), Natalie provides invaluable insights and resources for professionals seeking to navigate the complex world of retirement benefit planning. She has also written detailed guides such as The QPRT Manual and offers a variety of engaging seminars on her areas of expertise (more on seminars below).

Order the latest edition of Life and Death Planning for Retirement Benefits here or subscribe to the online, digital version for a quick reference guide at your fingertips.

Estate-Planning for Retirement Benefits Outline

Prepared by Natalie Choate, this free outline "Estate Planning for Retirement Benefits" provides essential details on the changes made by SECURE, the IRS proposed regulations, and SECURE 2.0. It includes charts summarizing the RMD rules for individuals and for trusts and features a new appendix summarizing relevant SECURE 2.0 provisions. Download this outline for free by clicking Estate-Planning-for-Retirement-Benefits-2023-5.pd f.

Frequently Asked Questions

1. Will there be another edition of Life and Death Planning for Retirement Benefits published?

2. Will there be a Supplement to the 8th edition for SECURE's changes?

3. Is the e-book edition up to date for SECURE?

These FAQs and more can be found on the website, providing essential information and updates for those interested in Natalie's work.

Seminars and Presentations

Natalie Choate is a highly sought-after speaker in her field, delivering engaging and informative seminars on various topics related to estate and distribution planning for retirement benefits. She has presented at the Boston Tax Institute and many other events and venues in the United States and internationally.

She offers a range of seminar topics, including:

• Advanced IRA Distribution Planning
• The New SECURE Act and Other Recent Tax Changes
• Planning Tools for IRAs and Qualified Plan Distributions
• Divorce and the IRA: Dividing and Distributing Retirement Benefits in Divorce Cases
• And more!

To check for available dates, book a seminar or find information about past engagements and recommendations, visit the relevant seminar pages.

Additional Resources and Recommendations

Natalie Choate offers numerous recommendations for additional resources, books, software, forms, newsletters, and other services related to her area of expertise. Visit the resource pages for more information on these valuable tools and services.

To stay updated on Natalie's work and the world of retirement benefit planning, sign up for her email newsletter, Choate's Notes.