http://advisor.morningstar.com/products/podcasts.asp en-us Copyright 2007 Morningstar, Inc. Investing podcasts Natalie Choate Benefits Update with Natalie Choate Benefits Update with Natalie Choate Brian Schuneman brian.schuneman@morningstar.com no Natalie Choate How to handle an IRA with a shady past. How to handle an IRA with a shady past. http://advisor.morningstar.com/products/podcasts/choate021111.mp3 Fri, 11 Feb 2011 13:41:00 CST 10:22 IRA, IRS, contributions, taxes Natalie Choate What happens when a nonspouse beneficiary inherits a traditional IRA. What happens when a nonspouse beneficiary inherits a traditional IRA. http://advisor.morningstar.com/products/podcasts/choate100610.mp3 Fri, 7 Oct 2010 8:00:00 CST 9:37 IRA, beneficiaries, contributions, taxes Natalie Choate The IRS has thrown a monkey wrench in the Roth-conversion process. The IRS has thrown a monkey wrench in the Roth-conversion process. http://advisor.morningstar.com/products/podcasts/choate070910.mp3 Fri, 9 Jul 2010 9:16:00 CST 11:27 IRA, 401k, contributions Natalie Choate How to make them, and how to fix them. How to make them, and how to fix them. http://advisor.morningstar.com/products/podcasts/choate040810.mp3 Thu, 8 Apr 2010 15:16:00 CST 10:55 excess, penalties, contributions Natalie Choate Practical steps to help you down the road to Roth conversion happiness. Practical steps to help you down the road to Roth conversion happiness. http://advisor.morningstar.com/products/podcasts/choate031210.mp3 Fri, 12 Mar 2010 8:16:00 CST 11:18 Retirement, Taxes Natalie Choate Be certain to name the right kind of beneficiary for Roth IRAs. Be certain to name the right kind of beneficiary for Roth IRAs. http://advisor.morningstar.com/products/podcasts/choate021210.mp3 Fri, 12 Feb 2010 9:16:00 CST 11:27 RMDs, Retirement, Taxes Natalie Choate The federal estate tax has expired. Where do you go from here? The federal estate tax has expired. Where do you go from here? http://advisor.morningstar.com/products/podcasts/choate011410.mp3 Thu, 14 Jan 2010 11:46:00 CST 10:48 Gift, Real Estate, Exempt Natalie Choate These methods won't work for everyone, but they're available. These methods won't work for everyone, but they're available. http://advisor.morningstar.com/products/podcasts/choate120809.mp3 Wed, 12 Dec 2009 12:53:00 CST 9:58 IRA, Clients, 401k Natalie Choate Anticipating the end of the $100,000 income limit. Anticipating the end of the $100,000 income limit. http://advisor.morningstar.com/products/podcasts/choate111209.mp3 Thu, 12 Nov 2009 16:33:00 CST 10:58 IRA, Children, Clients, Deductions Natalie Choate True tales of IRA terror. True tales of IRA terror. http://advisor.morningstar.com/products/podcasts/choate100809.mp3 Thu, 8 Oct 2009 15:27:00 CST 11:07 IRA, Children, Halloween, Nightmare, Tax Code Natalie Choate Love is grand, but improper planning can cost you big bucks. Love is grand, but improper planning can cost you big bucks. http://advisor.morningstar.com/products/podcasts/choate091009.mp3 Thu, 10 Sep 2009 12:29:00 CST 11:57 IRA, Children, Prenup, IRS, Inherited, Tax Code Natalie Choate You think Congress and the IRS have no sense of humor? Check out these dozen rules. You think Congress and the IRS have no sense of humor? Check out these dozen rules. http://advisor.morningstar.com/products/podcasts/choate081109.mp3 Tue, 14 Aug 2009 10:29:00 CST 9:15 IRA, Fines, Penalties, IRS, Inherited, Tax Code Natalie Choate There are only two proper ways to handle the investment management fees for IRAs and Roth IRAs. There are only two proper ways to handle the investment management fees for IRAs and Roth IRAs. http://advisor.morningstar.com/products/podcasts/choate070909.mp3 Thu, 9 Jul 2009 10:29:00 CST 9:04 IRA, Fines, Penalties, IRS, Tax Code Natalie Choate There are lots of options for retirement, but these aren't doable. There are lots of options for retirement, but these aren't doable. http://advisor.morningstar.com/products/podcasts/choate061008.mp3 Fri, 12 Jun 2009 13:44:00 CST 10:45 IRA, Divorce, Death, IRS, Tax Code Scott Burns and Paul Justice Morningstar ETF analysts Scott Burns and Paul Justice discuss how to deploy your cash. ETFs mentioned in this report: VIG, LWC. Morningstar ETF analysts Scott Burns and Paul Justice discuss how to deploy your cash. ETFs mentioned in this report: VIG, LWC. http://advisor.morningstar.com/products/podcasts/podcast_1_2.mp3 Mon, 1 Jun 2009 16:40:00 CST 10:10 IRA, VIG, iShares Natalie Choate There are plenty of mistakes to be made with inherited IRAs. There are plenty of mistakes to be made with inherited IRAs. http://advisor.morningstar.com/products/podcasts/Choate052009.mp3 Wed, 20 May 2009 10:40:00 CST 10:00 IRA, inherhit, rollover, tax Natalie Choate Restore, realize, and recharacterize. Restore, realize, and recharacterize. http://advisor.morningstar.com/products/podcasts/Choate041609.mp3 Thu, 16 Apr 2009 12:37:00 CST 13:18 IRA Natalie Choate Here’s what you need to know. Here’s what you need to know. http://advisor.morningstar.com/products/podcasts/Choate031309.mp3 Fri, 13 Mar 2009 12:37:00 CST 10:16 IRS Natalie Choate What to do in this unique situation. What to do in this unique situation. http://advisor.morningstar.com/products/podcasts/Choate021309.mp3 Fri, 13 Feb 2009 12:37:00 CST 11:31 RMD Natalie Choate Looking at the Worker, Retiree, and Employer Recovery Act of 2008. Looking at the Worker, Retiree, and Employer Recovery Act of 2008. http://advisor.morningstar.com/products/podcasts/Choate010909.mp3 Wed, 7 Jan 2009 9:37:00 CST 11:32 RMD Natalie Choate Sometimes it’s best to refuse benefits. Sometimes it’s best to refuse benefits. http://advisor.morningstar.com/products/podcasts/Choate120808.mp3 Thu, 11 Dec 2008 9:37:00 CST 10:12 owner, IRS, rollover, retirement, property, tax code Natalie Choate There are many variables, but November is a key month. There are many variables, but November is a key month. http://advisor.morningstar.com/products/podcasts/choate110708.mp3 Wed, 12 Nov 2008 9:37:00 CST 10:12 owner, IRS, rollover, retirement, property, tax code Natalie Choate Learn the difference between the various types of transfers. Learn the difference between the various types of transfers. http://advisor.morningstar.com/products/podcasts/choate100708.mp3 Wed, 8 Oct 2008 9:37:00 CST 11:26 owner, IRS, rollover, retirement, property, tax code Natalie Choate Can you answer these questions? Natalie's stumped. Can you answer these questions? Natalie's stumped. http://advisor.morningstar.com/products/podcasts/choate090708.mp3 Fri, 12 Sep 2008 9:37:00 CST 9:13 stock options, IRS, rollover, retirement, property, tax code Natalie Choate It may or may not be a good idea to convert your traditional IRA to a Roth IRA. It may or may not be a good idea to convert your traditional IRA to a Roth IRA. http://advisor.morningstar.com/products/podcasts/choate080708.mp3 Mon, 7 Aug 2008 12:58:00 CST 10:32 stock options, IRS, rollover, retirement, property, tax code Natalie Choate Retirement plans holding appreciated employer stock can get big tax savings. Retirement plans holding appreciated employer stock can get big tax savings. http://advisor.morningstar.com/products/podcasts/choate070708.mp3 Mon, 7 Jul 2008 11:58:00 CST 11:10 stock options, IRS, rollover, retirement, property, tax code Natalie Choate Calculating minimum distributions is easier if you consider each death separately. Calculating minimum distributions is easier if you consider each death separately. http://advisor.morningstar.com/products/podcasts/choate060708.mp3 Fri, 6 Jun 2008 11:58:00 CST 9:04 401k, IRS, beneficiaries, retirement, property, tax code, IRA Natalie Choate Natalie discusses the legalities, benefits, and dangers of retirement-plan loans. Natalie discusses the legalities, benefits, and dangers of retirement-plan loans. http://advisor.morningstar.com/products/podcasts/choate050708.mp3 Wed, 7 May 2008 10:00:00 CST 10:52 401k, IRS, beneficiaries, retirement, property, tax code, IRA Natalie Choate It's not for everyone, but for certain clients, it could be part of a smart estate plan. It's not for everyone, but for certain clients, it could be part of a smart estate plan. http://advisor.morningstar.com/products/podcasts/choate040708.mp3 Fri, 11 Apr 2008 12:32:00 CST 9:33 CRT, IRS, beneficiaries, retirement, property, tax code, IRA Natalie Choate Here are the rules for rolling over a retirement plan inherited from a predeceased spouse. Here are the rules for rolling over a retirement plan inherited from a predeceased spouse. http://advisor.morningstar.com/products/podcasts/choate030708.mp3 Fri, 07 Mar 2008 2:32:00 CST 9:35 investing, Morningstar, IRS, beneficiaries, retirement, property, tax code, IRA Natalie Choate A look back at what Congress and the IRS did for-and to-retirement benefits in 2007. A look back at what Congress and the IRS did for-and to-retirement benefits in 2007. http://advisor.morningstar.com/products/podcasts/Choate012208.mp3 Tue, 05 Feb 2008 1:32:00 CST 10:42 investing, Morningstar, IRS, beneficiaries, retirement, property, tax code, IRA Natalie Choate Natalie explains why you should use plan-to-plan transfers instead of rollovers, if at all possible. Natalie explains why you should use plan-to-plan transfers instead of rollovers, if at all possible. http://advisor.morningstar.com/products/podcasts/choate121107.mp3 Tue, 11 Dec 2007 1:32:00 CST 11:08 investing, Morningstar, IRS, beneficiaries, retirement, property, tax code, IRA Natalie Choate Some retirement-plan work must be done by Dec. 31, while other things are optional. Natalie clues you in on what you need to do to keep your clients' retirement plans in shape. Some retirement-plan work must be done by Dec. 31, while other things are optional. Natalie clues you in on what you need to do to keep your clients' retirement plans in shape. http://advisor.morningstar.com/products/podcasts/choate111907.mp3 Mon, 19 Nov 2007 4:45:00 CST 11:31 investing, Morningstar, IRS, beneficiaries, retirement, Congress, tax code, IRA Natalie Choate What is a stretch IRA, what are their advantages, and how do you get one? Natalie has all the answers, including one pointer: Don't leave it to the kids to do it after your client dies; they'll mess it up. What is a stretch IRA, what are their advantages, and how do you get one? Natalie has all the answers, including one pointer: Don't leave it to the kids to do it after your client dies; they'll mess it up. http://advisor.morningstar.com/products/podcasts/choate100107.mp3 Wed, 10 Oct 2007 11:34:00 CST 11:31 investing, Morningstar, IRS, retirement, Congress, tax code, IRA, quadro Natalie Choate Natalie discusses exceptions that only apply to certain types of retirement plans or ones that are just temporary exceptions. Natalie discusses exceptions that only apply to certain types of retirement plans or ones that are just temporary exceptions. http://advisor.morningstar.com/products/podcasts/choate091307.mp3 Thu, 13 Sep 2007 11:34:00 CST 10:18 investing, Morningstar, IRS, retirement, Congress, tax code, IRA, quadro Natalie Choate Natalie gives an overview of how the "funniest section of tax code" works and then tackles some of the exceptions. It's no joke. Congress created the retirement plan tax penalty and then wrote 18 exceptions to it. Natalie gives an overview of how the "funniest section of tax code" works and then tackles some of the exceptions. http://advisor.morningstar.com/products/podcasts/choate071807.mp3 Wed, 18 Jul 2007 11:26:00 CST 10:36 investing, morningstar, Natalie Choate, IRS, retirement, Congress,tax code Natalie Choate In this podcast, Natalie Choate discusses the five differences between your own IRA and your inherited IRA. A client recently inherited an IRA from his deceased mother. He proudly tells you that he is going to cash out the inherited IRA and transfer the funds into his regular IRA. You respond, "Not until you understand the five differences between your own IRA and your inherited IRA." Or at least that what Natalie advises in her newest podcast. http://advisor.morningstar.com/products/podcasts/choate060107.mp3 Fri, 01 Jun 2007 10:49:00 CST 12:08 investing, beneficiary, retirement Natalie Choate In this podcast, Natalie Choate outlines seven strategies to use when an IRA owner fails to put into place a proper plan for his retirement benefits. The beneficiaries of a deceased plan participant are pounding at your door. He died without naming a beneficiary or he named the wrong beneficiary, and they need your help to get them out of their mess. In this podcast, Natalie Choate outlines seven strategies to use when an IRA owner fails to put into place a proper plan for his retirement benefits. http://advisor.morningstar.com/products/podcasts/choate050707.mp3 Wed, 09 May 2007 10:49:00 CST 11:08 investing, morningstar, Natalie Choate, IRA, beneficiary, retirement, benefits Natalie Choate New Opportunities for benefits rollovers have been created under the Pension Protection Act of 2006. New opportunities for benefits rollovers have been created under the Pension Protection Act of 2006. In this podcast, Natalie outlines the IRS' recent interpretation of the rule and provides you with some opportunities for clients who want to preserve life expectancy benefits for their heirs. http://advisor.morningstar.com/products/podcasts/choate040807.mp3 Fri, 20 Apr 2007 11:26:00 CST 11:28 investing, morningstar, Natalie Choate, benefits, rollovers, Pension Protection Act, IRS, retirement