Finishing Well…Continuing to make a difference
Walking with pastors during their transition from ministry to retirement and beyond.
Looking to the Future
Retirement education and planning booklet for the Servant Solutions Retirement Plan.
Live Free – Seven Steps to Financial Freedom
Seven Steps to Financial Freedom
An 8-page booklet with tools to help you with your retirement goals. It contains the “Investor Profile Quiz”, “Saving for Retirement Worksheet”, and “Retirement Countdown Checklist”.
A Workbook to help select the right distribution option for you on your road to retirement.
An 8-page guide to assist church leaders in compensation planning for ministry personnel of the Church of God.
Preparing Tax Returns for Clergy by Dan Busby, CPA
Clear, concise and reliable help for clergy income taxes.
Reporting Procedures for Congregations by Dan Busby, CPA
Federal, state and other reporting made easy.
A worksheet for estimating your annual retirement income from the retirement plan, Social Security, and personal savings.
One-page informational sheet explaining the difference between Church/Employer; Member Before-Tax; and Member After-Tax contributions.
Tax Filing Information
One-page informational sheet explaining how to report retirement income you received from Servant Solutions.
This Memo Series is provided to help and assist Church of God pastors, lay-leaders, and Boards. Click on the link to see all twelve available.