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BOOKS & PAMPHLETS

 

FinanciaFinancial Roadmapl Roadmap
The Servant Solutions Financial Roadmaps are provided at no cost to you as a member.  Receive your custom financial plan by secure email within a week.

 

 

 

 

Finishing Well...Continuing to make a difference

Finishing Well…Continuing to make a difference
Walking with pastors during their transition from ministry to retirement and beyond.

 

 

 

 

Looking to the Future WorkbookLooking to the Future
Retirement education and planning booklet for the Servant Solutions Retirement Plan.

 

 

 

 

Live Free Personal Finance & Budgeting Guide

Live Free – Seven Steps to Financial Freedom
Seven Steps to Financial Freedom

Spanish Version of Live Free

 

 

 

Retirement Planning WorkbookRetirement Planning
An 8-page booklet with tools to help you with your retirement goals.  It contains the “Saving for Retirement Worksheet”, “Retirement Countdown Checklist”, and information on our Financial Roadmap.

 

 

 

Retirement Decisions GuideRetirement Decisions
A Workbook to help select the right distribution option for you on your road to retirement.

 

 

 

 

Compensation Planning booklet

Compensation Planning
An 8-page guide to assist church leaders in compensation planning for ministry personnel of the Church of God.

 

 

 

 

Ministers' Tax GuidePreparing Tax Returns for Clergy
by Dan Busby, CPA

Clear, concise and reliable help for clergy income taxes.

 

 

 

 

Reporting Procedures for Congregations

Reporting Procedures for Congregations
by Dan Busby, CPA
Federal, state and other reporting made easy.

WORKSHEETS

 

Saving for Retirement WorksheetSaving for Retirement Worksheet
A worksheet for estimating your annual retirement income from the retirement plan, Social Security, and personal savings.

 

 

ETC.

 

Attention Employers!
New 403(b) Regulations were effective January 1, 2009. Click here for the information you need.

Contribution Types
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.

Memo Series
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.