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 […]
How Credit Union Executives Can Optimize an Employer-Sponsored Retirement Plan
Nearly 80% of credit union 401(k) plan participants have all or some of the retirement savings going into a target-date fund. The concept is certainly attractive, offering an entire portfolio with automated rebalance features for those who are less comfortable with self-managing their investments. But is the target date fund a one-size-fits-all solution suitable for […]
