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Retirement for Ministers

Retirement for ministers has a whole set of very distinct rules and possibilities. With the right plan and in the right hands, those rules are advantages. Combine tax planning with clergy specific financial strategies.  Learn about and use your amazing benefits to enhance your ministry and lifestyle. View Retirement for Ministers Video.

Your greatest financial instrument is financial professionals who really understand your unique tax and retirement opportunities.  Schedule a free personal discussion with qualified clergy specialists.

Request a Free Retirement Consultation

For complete information on retirement and your amazing tax benefits, please view Tax-Free Money for Ministers video at ClergyAdvantage.com.

You have more control over your investment outcome than you think.

  • Free Consultations
  • Clergy Specific Tax, Retirement & Housing Allowance Strategies 
  • Wealth Management & Legacy Planning
  • 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
  • Withdrawal Strategies using clergy tax benefits
  • World Class Money Managers with over a hundred funds to choose from
successful investing
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Church & Clergy Alliance
P.O. Box 272
Loveland, CO 80539
Phone: 970-776-1376
Fax: 970-663-4950

© 2024 Church and Clergy Alliance | All Rights Reserved.
clergy advantage logo basic

Church & Clergy Alliance
P.O. Box 272
Loveland, CO 80539
Phone: 970-776-1376
Fax: 970-663-4950

© 2024 Church and Clergy Alliance | All Rights Reserved.