Life and Death Planning for Retirement Benefits

What’s New in this Edition

This 7th edition 2011 is up to date for the

Small Business Jobs Act

enacted September 27,

2010, and contains NEW Road Maps to make finding everything you need faster and easier. See

list of Road Maps in the Index and on the back cover. A brand new “See-Through Trust Tester

Quiz” is included by popular demand; see page

Also: greatly expanded coverage of

distributions and Roth conversions of after-tax money; see

New material in

covers what executors need to know about retirement benefits, and how to advise beneficiaries.

To make room for all this, life insurance was removed to a

Special Report

, charitable giving and

pre-age 59 ½ distributions were abbreviated; save your old edition if you want that material!

Where to Buy this Book

At the web site

you can buy this book, get FREE updates for the book as they

are posted, learn about the author Natalie B. Choate, find out where Natalie is speaking, and see

her

Special Reports

on topics relating to personal planning for retirement benefits.