Direct Indexing: Tax-Focused Investing for Credit Union Leaders

Credit union executives nearing retirement must find strategic ways to manage their taxes and income due to drastic tax rate changes post-retirement and following distributions from various compensation benefits such as the collateral assignment split-dollar. One solution that is proving effective for credit union leaders is direct indexing. Our direct indexing brochure provides an overview […]

What Is Direct Indexing and How Can It Benefit Credit Union Executives?

Wes Johnson, CERTIFIED FINANCIAL PLANNER™ practitioner and co-founder of ACT Advisors, joins Doug on “C.U. on the Show” to discuss direct indexing, a tax-focused investment strategy. The relatively new investment approach provides several benefits to investors, including tax opportunities, customization, and no-cost trading. Wes and Doug dive into the strategy and explain why it can […]