News & Articles
News
The IRS has published contribution limits to retirement plans for 2025 (for both salary deferral and overall annual additions limits).
News
Option C is designed for steady long-term earnings to be fully applied to a Monthly Income Benefit ("annuity"). Other forms of cash distribution may incur a market value adjustment when the investment portfolio value is less than annuitizable accrued value.
Article
Two current booklets for clergy and church financial and tax matters are available for download.
News
The retirement distribution tax form, 1099R, will be mailed at the end of January.
News
The IRS has published contribution limits to retirement plans for 2024 (for both salary deferral and overall annual additions limits).
News
Option C is designed for steady long-term earnings to be fully applied to a Monthly Income Benefit ("annuity"). Other forms of cash distribution may incur a market value adjustment when the investment portfolio value is less than annuitizable accrued value.
