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Home » Authors » Dennis Zuehlke

Dennis Zuehlke

Articles

ARTICLES

IRS Restores HSA Family Contribution Limit
Compliance

IRS restores HSA family contribution limit

Five steps your credit union can take to assist health savings accountholders.
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Rethinking the Roth IRA
Compliance

Rethinking the Roth IRA

Elimination of recharacterizations creates new tax considerations.
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Prepare for new IRA reporting requirement
Compliance

Prepare for new IRA reporting requirement

Separate forms indicate IRS scrutiny of late rollover contribution transactions.
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One and Done
Compliance

IRAs: One and Done

Four steps to keep your CU's IRA program in compliance with the new rollover rule.
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Credit Union Magazine - Winter 2019

Winter 2019

Alternative lending, compliance management systems, and ideas for boosting credit card portfolios are among the topics of Credit Union Magazine’s Winter 2019 edition.
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Credit Union National Association is the only national association that advocates on behalf of all of America’s credit unions. We work tirelessly to protect your best interests in Washington and all 50 states. We fuel your professional growth at every level and champion the credit union story at every turn.

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