Office Locations:

Clergy Advantage® Office Locations

Loveland Office: 2093 East 11th Street, Suite 200, Loveland, CO 80537-3239

Denver Office: 9101 Pearl Street, Suite 212, Denver, CO 80229

Phone: (970) 667-5819

Clergy Tax & Consulting Appointment Locations:

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LOVELAND || 2093 East 11th Street, Suite 200

Directions from I-25:

  • Take Exit 257B (US Hwy. 34 West), go 2.7 miles west to Denver Avenue and turn left.
  • Go south on Denver Avenue through the roundabout. Turn right on East 11th Street.
  • The entrance is on the east side of the building. Suite 200 is on the second floor.

Directions from US Hwy. 287 South of Loveland:

  • Entering Loveland, continue north on Lincoln Avenue (US Hwy. 287 North) to Eisenhower Blvd (US Hwy 34).
  • Turn right on Eisenhower Blvd (US Hwy 34).
  • Go 1 mile to Boise Avenue. Turn right (south) on Boise Avenue to make a left (east) onto East 11th Street.
  • We are located on the left side of the street after the 4-way stop at 11th and Serpens Ave/Virgo Circle.
  • The entrance is on the east side of the building. Suite 200 is on the second floor.

Directions from US Hwy. 287 North of Loveland:

  • Entering Loveland, continue south on Cleveland Avenue (US Hwy. 287) to Eisenhower Blvd (US Hwy 34).
  • Turn left on Eisenhower Blvd (US Hwy 34). Go 1 mile to Boise Avenue.
  • Turn right on Boise Avenue. Go south on Boise Avenue to East 11th Street.
  • Turn left on East 11th Street.
  • We are located on the left side of the street after the 4-way stop at 11th and Serpens Ave/Virgo Circle.
  • The entrance is on the east side of the building. Suite 200 is on the second floor.

DENVER || 9101 Pearl Street, Suite 212 In the Pearl Professional Building || 970-667-5819

Directions from I-25 Northbound:

  • Take Exit 219 (84th Avenue) going east on 84th Avenue.
  • Turn left on Pearl Street. (If you miss Pearl Street, turn left on Washington and left on Russell Blvd.)
  • Continue on Pearl through the traffic light at 88th Avenue.
  • The building is on the left side of the street.
  • The entrance faces Pearl Street. Suite 212 is on the second floor.

Directions from I-25 Southbound:

  • Take exit 220 (Thornton Parkway).
  • Turn left on West Thornton Parkway.
  • Turn right on Washington Street.
  • Turn right on East Eppinger Blvd.
  • Turn left on Pearl Street.
  • The entrance is on the east side of the building. Suite 212 is on the second floor.

COLORADO SPRINGS location to be announced.

You owe it to yourself to see if a Roth IRA is a good strategy for you. We’ve used and advocated converting retirement income into a Roth IRA for many people over the years, but it has become even more appealing due to new tax provisions for 2010.  Some of the restrictions on converting money to a Roth have been removed and you can actually undo any portion of  the conversion as late as October of next year. 

Who should look at a Roth IRA Conversion?

This is an individual discussion because of all the various concerns and factors for each situation. We’re suggesting that everyone take a look at the benefits of converting some or all of a regular IRA into a Roth, particularly if you’re a married minister or in a high or low tax bracket.  Many ministers in the 0% tax bracket don’t realize it because of their housing allowance. These people definitely meet some of the criteria to consider a Roth conversion.   However, you can’t automatically disqualify yourself if you fall into the middle ( 10-15% ) tax brackets either.  Don’t believe you’re too young or too old for this strategy to work for you, either.  For many, but not all ministers, the best time to consider this strategy is when housing espenses are highest.   

Your state tax and estate plan need to be taken into account, as well as,  the cost and possible tax ramifications for the year of the coversion and a myriad of other factors, so it’s not as simple a calculation as one would hope.   Most people shouldn’t  try  to  figure this one out on their own.  The best way to determine and weigh all of the necessary factors is to evaluate your situation carefully with a qualified tax planner and financial advisor.  We’ll go deeper into the ramifications and criteria if you’d like to call us for a personal evaluation or join us for a  free webinar for more details. Learn more details of Roth IRA Conversions  in a free webinar to discover more about Who should convert and Why. Click here for information or to Register.