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The Clergy Advantage 403(b)

If you don't currently participate in a denominational retirement plan that guarantees housing allowance benefits through out retirement, now you can enjoy the same benefits.

The Clergy Advantage 403(b)sm is designed to work just like a denominational retirement plan and incorporate the unique tax advantages available only to clergy. It provides a way for ministers without a denominatonal plan to enjoy housing allowance benefits through out retirement, as well as, the many options available for maximizing housing and other benefits in a total plan.

The icing on the cake is that you aren't left wondering about what choices to make or how to plan for your retirement alone. The Clergy Advantage Advisors will also provide you the right information and advanced strategies for your situation that will allow you to maximize every tax benefit available to you, both in your retirement plan and total financial picture. That's a hard combination to beat and we're very pleased to offer it to you.

Click here to view a comparison of the Clergy Advantage 403(b) and common retirement options for clergy.

Note:  Not all 403(b)'s are created equal. Those 403(b) retirement plans not created specifically for clergy and housing allowance benefits are most often not the best retirement vehicle for ministers.  The Clergy Financial experts will be happy to answer questions and tailor a strategy for you.   
Call or contact us.

Schedule a free Advanced Housing Allowance Strategies Workshop