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Retirement

The Clergy Advantage 403(b) Retirement Plan is:

Designed for Ministry Professionals with Greater Flexibility, Superior Options, Ministry Expertise for all ministry professionals, regardless of their denominational affiliations.  You can enjoy extraordinary opportunities in retirement with Tax-Free Income for Life.

The Clergy Advantage® 403(b) is unique, just like you:

As a minister, you have features and benefits available to you in retirement planning that simply don’t exist for others. Tax-savings can start now with the Clergy Advantage 403(b) by reducing your Social Security tax on contributions. Ministers can also enjoy tax-free growth on their investment with a complete sweep of of federal and state tax savings on distributions with the right planning. Receive all of these benefits with investment options that fit your values. Contact us for a free consultation today.

  • Portability means your retirement plan goes where you go, with your housing allowance distribution capability
  • Hassle-Free Administration saving time and money
  • Personal Investment & Housing Allowance Strategies tailored for your situation and goals
  • Monthly Tax-Free distributions for ministers when set up properly
  • Dramatic Tax Savings even on Social Security Tax
  • Withdrawal Strategies using clergy tax benefits
  • World Class Money Managers with over a hundred funds to choose from

Where will you be in 20 years or when you retire?

With the Clergy Advantage® Retirement 403(b) you can be sure that you’ll take your retirement plan and your housing allowance benefits with you wherever you go. Keep the expert coaching and guidance to use your amazing clergy benefits in every stage of life. Even if you leave ministry or separate service, it’s that simple.