Review

NO, The SECURE Act did not make The Pooled Income Fund a Replacement for the Stretch IRA

When the SECURE Act was first proposed in mid-2019, what seemed to be the most troubling feature to me was the elimination of the stretch...

PIF v CRT-The Ultimate Throw Down

Pooled Income Funds (PIFs) and Charitable Remainder Trusts (CRTs) were both signed into law in the 1969 Tax Act. PIFs under §642(c)(5)...

More on Madoff

by Randy Fox Or should I say, moron Madoff. No, I shouldn’t. So, scratch that. However, in my last blog I did disagree with professor...

The Other Madoff

Donor Advised Funds (DAF) by Randy Fox Donor Advised Funds (DAFs), America’s favorite giving tool are regularly under attack. One of the...

Your Succession, My Succession

by Randy Fox, CFP®, AEP® HBO’s Succession Much has been written about the popular HBO mini-series, “Succession”. Viewers and critics have...

Heckerling 53, A Yawn for Charitable Planners (at least this one)

by Randy A Fox, CFP®, AEP® I attended the recent Heckerling Institute on Estate Planning for the first time in a dozen years. While it is...