Resources to Help You Plan With Confidence
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Retirement Resources
Planning for retirement involves many important decisions, and you don’t have to make them alone. We’ve gathered a comprehensive set of tools for Christian retirement planning, everything from Social Security questions to IRA options and investment strategies. Explore our calculators, videos, articles, and easy-to-use worksheets, all designed to guide you toward a secure and blessed future with biblical wisdom.
Calculators
How Important is Social Security?
Use this calculator to determine how losing this important retirement asset could affect you.
Roth Contributions Within Your Retirement Plan
Use this calculator to help compare how each type of contribution (Roth “after-tax” contributions vs traditional “before-tax” contributions) might affect your paycheck and your taxable situation at retirement.
Roth 403(b) vs Traditional 403(b)
Use this calculator to help determine the best option for your retirement: Roth “after-tax” contributions or traditional “before-tax” contributions.
Investment Savings and Distributions
Use this calculator to see how long your investment savings can last once you begin taking retirement distributions.
Videos and Articles
Resources
Retirement Planning
A booklet full of practical tools, including the “Saving for Retirement Worksheet,” the “Retirement Countdown Checklist,” and details on our Financial Roadmap.
Retirement Decisions
A workbook to help you select the right distribution option on your road to retirement.
Strategies for Success
Our retirement education and planning booklet for the Servant Solutions Retirement Plan. Also available in Spanish: edición en español.
Saving for Retirement Worksheet
Estimate your annual retirement income from the retirement plan, Social Security, and personal savings.
Live Free: Seven Steps to Financial Freedom
A practical guide to financial freedom for ministers. Also available in Spanish — edición en español.
Eight Essentials of Retirement Planning for Ministers and Churches
This eBook outlines the shared roles of the church and the minister, with best practices for planning a minister’s retirement.
Finishing Well: Continuing to Make a Difference
Walking alongside pastors during their transition from ministry to retirement and beyond.
Compensation Planning
Understanding your compensation and benefits should be exciting and easy. Your church will provide you with your salary and benefit package, which could include a church-funded medical plan, life and disability insurance, and contributions into your Servant Solutions Retirement Plan account, etc. Our biblical financial advisors will help you make sense of it all, including confusing ministry-related expenses with your actual pay. Explore the resources below, or reach out anytime.
resources
Compensation Planning Guide
An eight-page guide to help you and your church leaders plan proper compensation for ministry personnel.
Compensation Resources and Worksheets
Free worksheets and tools to help structure fair, well-organized compensation for your entire team.
Articles
Tax Resources
Filing taxes as a minister, ministry, or mission-based employee can feel daunting, and we understand why. That’s why we’ve gathered these resources to bring clarity, from reporting retirement income received through Servant Solutions to handling your housing allowance and Social Security with confidence.
Resources
Ministers' Taxes Made Easy
Clear, concise, and reliable help for clergy income taxes.
Church & Nonprofit Tax Guide
An easy-to-use guide to church and nonprofit taxes and finance.
Form 1099-R Tax Filing Information
An informational sheet explaining how to report retirement income you received from Servant Solutions.
Articles
Personal Finance
The choices you make today impact the quality of your financial life tomorrow, and Servant Solutions wants to help you plan wisely for the future. Take advantage of our useful resources, including calculators to help determine investment savings and distributions, mortgage amortization, and debt elimination.
Resources
Live Free: Seven Steps to Financial Freedom
A practical guide to financial freedom for ministers. Also available in Spanish: edición en español.
Milestones
A package of planning documents available at no additional cost to members of the Servant Solutions Retirement Plan.
Mortgage Loan Calculator (PITI)
Estimate your monthly mortgage payment: principal, interest, taxes, and insurance along with a full amortization schedule.
Investment Savings & Distributions
See how long your investment savings can last once you begin taking retirement distributions.
Mortgage Loan Calculator (PITI)
Estimate your monthly mortgage payment: principal, interest, taxes, and insurance along with a full amortization schedule.
**The Toolbox series is provided to assist members and is not intended as specific tax or legal advice. Please contact your local accounting and legal advisors for specific guidance.