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Open your Clergy Advantage 403(b) Retirement Account

Designed for Ministry Professionals with Greater Flexibility, Superior Options, Ministry Expertise

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Housing Allowance

The 3 Big Tax Advantages for Ministers

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Ministry Expenses

The 3 Big Tax Advantages for Ministers

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Retirement

The 3 Big Tax Advantages for Ministers

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CastleHow are taxes for clergy different?

We couldn’t begin to explain it all here. That’s why we’ve devoted almost four decades to learning and sharing those benefits with ministry professionals.  Integrate your Three Major Areas of special ClergyTax Advantages into financial realities now and in your future.

Will You Have Housing Allowance When You Retire?

That is one of the driving forces behind our mission. Housing Allowance benefits are still the bed-rock of your unique tax advantages and we can help you create a tax-free stream of income and a lot more. Discover the difference that tax and financial planning with ministry specialists make in your life. Register for, “Tax-Free Money for Ministers” webinar or contact us to learn more.

Two-Minute Tax Tips

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Webinars

TuckerDiscover the three major areas that offer you the biggest tax saving advantages. Learn clergy tax fundamentals and how to build on them for a solid framework. Understand audit tested strategies including how to keep your housing benefits for life.

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TuckerAccounting for ministry expenses properly doesn’t cost the church any more. However, it can provide huge benefits to your ministers by increasing their income and reducing audit potential. Every minister needs to understand how to do this right.

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Tucker“The Successful Investor” will help you  use your current investments to reach your goals or confidently change them to meet your needs. It will empower you to make sound financial decisions with peace of mind. Investing is as much an emotional decision as it is a practical one. Get your heart & your head involved in the process at the same time.

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