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Tag: Tax Strategies

How Credit Union Executives May Optimize Early Retirement Cash Flow to Secure Low-Cost Medical Insurance

Early retirement may be a goal you’ve been working toward your entire career by strategically saving, allocating your risk, and positioning your personal finances.. As a credit union executive, if you choose to retire before age 65, the age at which most people qualify for Medicare, you may also have to consider how to secure […]

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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