House Bill to Authorize Charitable Life-Income IRA Rollovers

Randy

A life-income charitable individual retirement account rollover bill (HR5171) (The Legacy IRA Act) has just been introduced this morning by […]

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“Can I Do Better?”

Randy

“Can I do better?” is a question trustees of personal trusts, endowments, foundations and pension funds may ask themselves. The […]

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When Doves Cry—and the Tax Man Chuckles

Randy

I’ve been thinking a lot about Prince lately.  His music has been a soundtrack to my life (“When Doves Cry” […]

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Obama Administration Cracks Down On Foreign Tax Evasion

Randy

The Obama administration is cracking down on international tax evasion. The White House announced a series of initiatives Thursday night, by which […]

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The Rich Have You Beat in Retirement, Too

Randy

(Bloomberg) — The U.S. retirement landscape is starting to look like a Charles Dickens novel. Since voluntary savings plans led by […]

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NYC Speaker Seeks Probe of OppenheimerFunds on Puerto Rico

Randy

(Bloomberg) — New York City Council Speaker Melissa Mark-Viverito has asked the Securities and Exchange Commission to investigate OppenheimerFunds Inc., saying […]

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Why 'Paralyzing Volatility' Means Trouble for Wall Street Giants

Randy

(Bloomberg) — There’s plenty of volatility, but what happened to the volume? From stocks to currencies and bonds, the upswing in […]

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World's Rich Families Are Putting Private Equity Firms on Notice

Randy

(Bloomberg) — In December, a half-dozen of some of the richest families in the U.S., from agriculture to beverages, gathered in […]

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Spring Charts: Eggs, Milk, and the Morning Paper

Randy

“Spring Charts” is a series of current financial topics explained in dots, lines, and only a few words – just […]

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U.S. Regulator Seeks Return of Class Action Suits Against Credit Cards, Banks

Randy

A U.S. consumer watchdog on Thursday proposed new rules to block credit card companies, banks and other companies from forcing […]

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