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…

When to Take Strategic Risk in Your Credit Union—Your ACTion Point

As a credit union executive, should you consider your personal financial success before the direction of your credit union? Yes and no. The reality of your position challenges you to lead your organization boldly into new initiatives, technology, and markets; however, every major decision you make comes with risk. Whether…

How Credit Unions with Highly Compensated Executives Can Avoid the 21% Non-Profit Excise Tax

Do any of your executives currently earn more than $1 million in annual income? Perhaps not. But consider additional benefits and compensation for retirement, such as a 457(f); do any of your executives exceed the $1 million a year mark? These are the questions credit unions have begun to ask…