News & Articles

News

Lifetime Fund (Option C) Rate for 2020 - UPDATE for April 2020

Option C provides a steady return, based on long-term portfolio objectives.

Article

Considering Opting Out of Social Security? Critical Issues to Review

Many young pastors, learning of the self-employment tax rate for clergy, have found mention by a colleague or a tax preparer of the option for a minister to be exempted from the tax and from the government insurance programs to be enticing. The minister should carefully consider the long-term implications of the irrevocable action.

Article

Ministers' Pay Essentials

Certain tax rules are unique to ministers. It's important for ministers and churches to understand how ministers' compensation is to be handled.

Article

Steps to Access Statements Online

Note this "step-by-step" information for downloading your quarterly statements by logging in to your account access.

Article

Approaching age 73? Here's what you need to know about RMDs...

Starting by the year you reach 72, the IRS requires you to begin subjecting a portion of your deferred retirement savings to possible income tax.

Article

Video workshops on Minister Tax and Finance

Understanding the basics for pastoral pay and to become clergy tax savvy. Two similar workshops are available for viewing.