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Morningstar Advisor Magazine October/November 2009 Issue

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Natalie Choate

Natalie Choate practices law in Boston, specializing in estate planning for retirement benefits. Her book, Life and Death Planning for Retirement Benefits, is fast becoming the leading resource for professionals in this field.

The author is not an employee of Morningstar, Inc. The views expressed in this article are the author's. They do not necessarily reflect the views of Morningstar. Feedback about this article may be sent to advisorquest@morningstar.com.




IRA Payable to an Estate: What to Do		11-13-09

A Trio of New IRA Developments		10-09-09

Roth Conversion Before Age 59½		09-11-09

Roth Conversion: Good or Bad?		08-14-09

Same-Sex Marriage and Retirement Plans		07-10-09

Conduit Trusts for Multiple Beneficiaries		06-12-09

Tax Deduction for Beneficiaries		05-22-09

Leaving Benefits to a See-through Trust		04-17-09

Do Post-Death IRA Losses Reduce the Estate Tax?		03-13-09

Unusual IRA Investments		02-13-09

When Multiple Beneficiaries Inherit the Same IRA		01-09-09

Disclaiming an IRA		12-12-08

'Annuitizing' an IRA		11-14-08

Leaving an IRA to Minor Children		10-10-08

When a Beneficiary Misses the First Year's RMD		09-12-08

Cleaning Up an Old (Dis)Qualified Plan		08-08-08

Roth IRA Conversions		07-11-08

Contingent Beneficiaries		06-06-08

Do's and Don'ts of RMDs		06-05-08

Post-Death Planning with the Five-Year Rule		05-09-08

Preparing for 2010		04-11-08

Avoiding Big Rollover Mistakes		03-14-08

1099s and All That		01-11-08

Leaving Benefits to a See-Through Trust		12-14-07

Plan Loan Offsets and a 'Busted' 72(t)		11-16-07

Disability and 72(t) Payments		10-11-07

Beneficiary Rollovers and Bankruptcy		09-14-07

Rollovers from a Roth 401(k)		08-09-07

"72(t)" Payments: Five Tips		07-13-07

How to Compute MRDs		06-08-07

IRA Real Estate Investing		05-11-07

How to Roll from a Roth 401(k) to a Roth IRA		04-20-07

Congress Sweetens Health Savings Accounts		03-09-07

IRS Thwarts Non-Spouse Beneficiary Rollover		02-09-07

Avoiding the 10% Pre-Age 59½ Penalty		01-12-07

Providing for a Disabled Beneficiary		12-08-06

The Toughest MRD Calculations		11-10-06

How Can I Protect My Beneficiaries?		10-13-06

Postponing First Year's MRD		09-15-06

Impacts of Pension Protection Act		08-11-06

Investment Expenses, Losses, and Lawsuits		07-13-06

Buying Real Estate from a Self-Directed IRA		06-09-06

Rolling a Roth 401(k) into an IRA		05-12-06

Best Reader Questions		04-21-06

The New Roth 401(k) Plans		03-10-06

Love, Marriage, and Divorce		02-10-06

Annuities in IRAs		01-13-06

2005 Year-End Planning		12-09-05

When a Participant Dies		11-11-05

Spooky Plan Administrator Tales		10-14-05

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