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Retirement Resources
There’s a lot to think about and plan for when it comes to retirement. That’s why we’ve gathered a trusted set of tools for Christian retirement planning to help you understand your options. Have questions about Social Security, IRA options, or investments? You’ll find answers here. Explore our videos, articles, straightforward worksheets, and calculators, all designed to guide you along your own path.
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.
Compensation Planning
An eight-page guide to assist with compensation planning for ministry employees.
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.
Videos and Articles
Calculators
Roth Contributions Within Your Retirement Plan
Compare Roth “after-tax” and traditional “before-tax” contributions to see how each affects your paycheck now and your taxable situation at retirement.
Roth 403(b) vs. Traditional 403(b)
Weigh both options side by side to determine the best path for your retirement.
Investment Savings & Distributions
See how long your savings can last once you begin taking retirement distributions.
Tax Resources
Filing taxes as a minister, ministry, or mission-based employee can feel daunting. 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
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 shape the quality of your financial life tomorrow. Good stewardship for Christians starts with small, faithful steps, and we’re here to help. Explore the calculators and tools below to move steadily toward financial freedom.
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.
**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.