News & Articles
Article
Two current booklets for ministers, and for church financial and tax matters, are available for download.
Article
Proper reporting of retirement contributions is important.
Article
Quick guide with basic information for handling 1099-R information for tax filing and reporting for Retirement Distributions
News
The IRS has published contribution limits to retirement plans for 2026 (for both salary deferral and overall annual additions limits).
Article
RMDs are the minimum amounts the IRS mandates individuals to withdraw annually from their pre-tax retirement accounts, typically starting the year they turn 73.
News
Lifetime Fund (Option C) rate for 2024 was 6% with fourth quarter dividend of 4% added to the year's announced 2% rate.
