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  • About Us
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Menu
  • About Us
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    • Our Process
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Tag: Retirements

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 since the 2017 Tax Act […]

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The 36-Hour SVB Collapse and Hierarchy of Blame
Weekly Bottom Line
How Salary Insights Can Empower Credit Unions and Executives
March 2023 Market and Portfolio Video Update
How the Study of Failure Can Help Drive a Credit Union Forward
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WHAT WE DO

Investment Management

Retirement Strategies

Estate Structuring

Comprehensive Services

Fee-Based Asset Management

WHO WE ARE

About Us

Our Team

Our Process

Our Philosophy

Our Independence

RECENT ARTICLES AND EVENTS
The 36-Hour SVB Collapse and Hierarchy of Blame
Weekly Bottom Line
How Salary Insights Can Empower Credit Unions and Executives
March 2023 Market and Portfolio Video Update
How the Study of Failure Can Help Drive a Credit Union Forward
CONTACT US

Asheville: (828) 398-2802

Charleston: (843) 266-2622

Raleigh: (919) 723-9720

Greenville area clients: (864) 404-2699

Send a Fax: (828) 398-2801

Email Us

FOLLOW US
Facebook Youtube

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As a credit union executive, your retirement income sources can get complex. Remedy the most common planning errors so you can optimize your retirement.