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Advanced Clergy Housing Allowance Strategies

The housing allowance is the greatest tax benefit available to ministers. For most clergy it saves thousands of tax dollars every year. Yet, many ministers lose these benefits when they retire. The Clergy Fianancial Experts have a solid solution: The Clergy Advantage 403(b)sm

We've helped thousands of ministers utilize their housing allowance benefits to produce tax-free distributions during retirement. The Clergy Advantage 403(b)sm Retirement Plan provides a way to make the most of housing allowance benefits for all clergy and religious organizations. Click here to view a comparison of the Clergy Advantage 403(b) and common retirement options for clergy.

We are scheduling special speaking/teaching engagements from now until January 2009. If you're interested in hosting an event for your pastor's group or attending a seminar in your area, please contact us for details.

Schedule a Housing Allowance Seminar or webinar for your church or pastor's group to make sure you maximize your housing allowance benefits:

• Retain Housing Allowance throughout retirement.

      •  Lower your Social Security Tax Liability.

    •  Use Housing Allowance for a home down payment.

    •  Is paying off your home right for you?

    •  What expenses qualify for deductions?

• Why clergy people should look at retirement differently.

• How to enable a surviving spouse to gain indirect benefit from the Clergy Housing Allowance.

The Clergy Financial experts will answer questions you may not even think to ask.   
Call or contact us.