Randy A Fox, CFP®, AEP®Jan 21, 2020PIF v CRT-The Ultimate Throw DownPooled Income Funds (PIFs) and Charitable Remainder Trusts (CRTs) were both signed into law in the 1969 Tax Act. PIFs under §642(c)(5)...
Randy A Fox, CFP®, AEP®Jan 17, 2020Plan First, Sell LaterWhy do we plan first and sell later, you ask? Fifteen plus years of working with advisors across the country have allowed me to observe a...
Randy A Fox, CFP®, AEP®Jan 6, 20202020: Do we have hindsight yet?A few days into the year of perfect vision (something I never was blessed with) and I’m already wondering what has happened that is...