Estate Planning for Retirement Benefits: What to Do and How to Do It
Natalie B. Choate
March 20, 2024
Includes SECURE (2019), IRS Proposed RMD Regs, SECURE 2.0, IRS Notices 2022-53 and 2023-54, and all other recent/new developments!
Natalie B. Choate
Natalie Choate, JD, is a lawyer, writer, and speaker whose mission is to translate the tax rules dealing with retirement benefits into practical English for the benefit of estate planners and other tax professionals, so they can serve their clients. Her book Life and Death Planning for Retirement Benefits is a leading resource for lawyers, accountants, financial planners, professors, students, and everyone else who needs to understand planning and compliance for retirement accounts.
Natalie is a former Regent of the American College of Trust and Estate Counsel and former chairman of its Employee Benefits Committee. Named “Estate Planner of the Year” by the Boston Estate Planning Council, she has received the “Distinguished Accredited Estate Planner” designation and Lifetime Service Award from the National Association of Estate Planning Councils.
Her articles on estate planning topics have been published in ACTEC Notes, Estate Planning, Trusts and Estates, Tax Practitioners Journal and Tax Management. She has lectured in all 50 states, Canada, Puerto Rico, and the District of Columbia, and has spoken at the Heckerling, Notre Dame, and Southern Federal Tax Institutes, among others. Her comments on estate and retirement planning have been quoted in The Wall Street Journal, Money, The New York Times, Newsweek, Forbes, Financial Planning and Financial World.
A Boston native, Natalie is a graduate of Radcliffe College and Harvard Law School.
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