Choate’s Bible Can Now Be Accessed Electronically In The Cloud

Natalie Choate’s book the Life and Death Planning for Retirement Benefits is considered to be the “bible” on the topic of Qualified Retirement Plans (QRP’s), and Individual Retirement Accounts (IRA’s).  The book has sold over 50,000 copies and has received excellent reviews on Amazon.  The book is read by lawyers, financial planners, CFPs, Accountants, IRA advisors, and many other professionals.  Choate’s book can now also be accessed electronically in the Cloud.  The Cloud version includes many new features like automatic updates, more content, and links to other information. 

The United States is estimated to have about $28 billion invested in QRP’s and IRA’s.  One major benefit of these types of retirement plans is that people can use them as tax avoidance technique.  The best way to be efficient about using these plans is to take distributions slowly to delay taxation of income. 

See Jonathan Blattmachr, Good News for Advisors of IRA and Qualified Retirement Plans: Choate’s Bible Now Is Available in the Cloud, TrustAdvisor, May 19, 2015. 

Special thanks to Jim Hillhouse for bringing this article to my attention.