Review

Mar 27

Finding Family Harmony in Financial Planning

An Interview with Rod Zeeb of The Heritage Institute Rod Zeeb is CEO of The Heritage Institute which he founded in 2003. The Heritage...

Feb 4, 2020

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...

Jan 21, 2020

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)...

Oct 4, 2019

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...

Sep 27, 2019

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...

Aug 20, 2019

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...

Mar 26, 2019

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...