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Investing > Retiring with Natalie Choate - Morningstar Advisor

Morningstar Advisor Magazine October/November 2009 Issue

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Confused about IRAs and RMDs? Natalie Choate has the answers. A lawyer 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.





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

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





Roth Conversions for Everyone?
11-12-09
Anticipating the end of the $100,000 income limit.

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