Natalie B. Choate is America's leading speaker on retirement planning. Since 1996, she has taught dozens of seminars annually to both professional and nonprofessional audiences who want to get the most out of their IRAs.

 		 

MorningstarAdvisor Presents
a FREE Webinar Sponsored by OppenheimerFunds

Finding Gold in the Code
How to Maximize the Tax Code for Your Clients

On Feb. 23, retirement-planning expert Natalie Choate presented a one-hour Web seminar on how little-known tax code provisions can save big dollars for certain clients. Advisors learned how to recognize when their clients can benefit from special code provisions governing lump-sum distributions, distributions of appreciated employer stock, and 10-year special averaging. Natalie also discussed how new rules in 2005 and 2006 will make Roth IRAs available to more clients, and she reviewed the ins and outs of pre-age 59½ distributions.

The replay includes Natalie's slides.  However, if you would like to download the slides, please click here.



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