As we approach year-end, there are several tax-optimization strategies credit union executives and recent retirees may consider based on their current financial situation. Credit union leaders often have complex compensation and retirement benefit packages that lend themselves to creative solutions that may help them save more money or manage their tax liability.

Wes Johnson, CFP® professional and ACT Advisors partner and financial planner, joins Doug to discuss these strategies and offer insights to inspire and support credit union executives at any stage.

Stream the episode to learn more.