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Recently, there have been articles in the media that talk about a purportedly “new” and “secure” way to deliver tax free executive retirement income and a tax free death benefit. This supposedly superior solution to credit union executive retirement needs suggest that everybody wins. However, the old adage “If it looks too good to be true, it probably is” holds here. These kinds of programs are neither new nor secure and require a closer look. 

Peter Westerman

Credit Union Times

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