Save the date: Tuesday, October 24, at 1 PM Eastern Time
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As the year draws to a close, you will be asked to elect your 401(k), 457(b), and HSA contributions for the coming year. Some of you near retirement may also be asked to select your payout or withdrawal options for your 457(b) or CASD. The choices you make now matter more than you may know. The order in which you spend your assets is critical. Optimizing the way you contribute and withdraw from your resources can increase the overall amount you are able to spend by up to 40%.
Expert presenter Doug English, CFP®, will provide you actionable insights and strategies that can significantly impact your financial well-being in 2024 and beyond. Doug and his team at ACT Advisors have over two decades of experience implementing executive financial strategies that empower credit union leaders to substantially enhance their financial resources. And, as the host of the podcast “C.U. on the Show,” Doug explores bold ideas to help drive the movement forward.
The information to be provided is for informational or educational purposes only. This is in no way a solicitation or offer to sell securities or investment advisory services. Information and data used is derived from sources that we deem to be accurate.