Ministry professionals need the right kind of clergy retirement plan to enjoy tax-free distributions in retirement via the housing allowance regardless of their denominational affiliations. You have extraordinary opportunities in retirement. Keep Tax-Free Income for Life to help you achieve your goals and financial independence.
With the Clergy Advantage Retirement 403(b) you can take your retirement plan and your housing allowance benefits with you wherever you go. Even if you leave ministry or separate service, it’s that simple. Enjoy expert coaching and guidance in every stage of life to make the most of your amazing benefits.
Ministers enjoy tax savings on distributions, tax-free growth on their investment and then can receive tax-free distributions for life.
Receive all of these benefits with investment guidance for ministers and options that fit your values.