Natalie Choate

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  Natalie Choate’s Newest Estate Planning Tips

  By Joyce Hanson, AdvisorOne  |  May 10, 2012

  To judge by the hundreds of attentive NAPFA advisors in the audience, nothing can compare to getting estate planning advice from tax lawyer Natalie Choate.

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  NAPFA Goes to Chicago for Biggest-Ever Annual Conference

  By Joyce Hanson, AdvisorOne  |  May 7, 2012

  NAPFA's biggest-ever national conference, from May 8 to 11 in Chicago, will tackle topics such as practice management, alternative investing strategies, tax planning and more.

• A Sly Deduction

  By Eric L. Reiner  |  March 1, 2007

  When Marvin Rotenberg sits down with people who have recently inherited a big-balance individual retirement account, they get an earful. Certainly Rotenberg, the director of...

• Stumbling Blocks

  By Lynn O'Shaughnessy  |  September 1, 2006

  Last fall, Kiplinger's Personal Finance ran a story that featured a professional home remodeler who bought a fixer-upper with cash inside his Individual Retirement Account...

• RULING CLASS

  By Lynn O'Shaughnessy  |  March 1, 2006

  CAN A DECEASED INVESTOR OPEN AN INDIVIDUAL Retirement Account? The question may seem ludicrous, but the Internal Revenue Service took it seriously when a young...