Below you will find various education resources: booklets, calculators, videos and website links. They are organized for ministers as retirement resources, tax resources and resources for personal finance.


Retirement Resources

How Important is Social Security?
Use this calculator to determine how losing this important retirement asset could affect you.

Roth IRA vs Traditional IRA
Use this calculator to determine which IRA might be right for you.

Investment Savings & Distributions
Use this calculator to see how long your investment savings can last once you begin taking distributions.

Retirement Wellness Planner
An excellent online calculator and planning tool available through our bookkeeper, Principal.

Can Ministers Opt out of Social Security?
Informational sheet explaining the best way to handle Social Security as a minister.

Early Investment Benefits
Brief video explaining the importance and benefits of saving for retirement early in your career.

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

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

Looking to the Future - Edición en español

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

Live Free - Seven Steps to Financial Freedom
Seven Steps to Financial Freedom for the Devoted Follower of Christ

Live Free - Edición en español

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

 

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Eight Essentials of Retirement Planning for Ministers and Churches
This eBook lays out the roles of both the church and the minister, best practices to do what is right before God and man in planning for a minister’s retirement.

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


Compensation Planning

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

Busby Retirement Planning copy.jpg

Eight Essentials of Retirement Planning for Ministers and Churches
This eBook lays out the roles of both the church and the minister, best practices to do what is right before God and man in planning for a minister’s retirement.

Housing for Your Pastor: Parsonage or Housing Allowance?
Informational sheet explaining the best way to handle Social Security as a minister.

Who is a Minister for Tax Purposes?
Informational sheet explaining how the IRS determines who qualifies as a minister for tax purposes.

The Minister’s Housing Allowance
Informational sheet explaining the tax benefits available to Minister’s who receive part of their compensation package as housing allowance.


Tax Resources

Ministers' Taxes Made Easy
by Dan Busby, CPA
Clear, concise and reliable help for clergy income taxes.

Church Reporting Made Easy
by Dan Busby, CPA
Federal, state, and other reporting made easy.

Saver’s Tax Credit

The IRS Retirement Savings Contributions Credit, also known as the Saver’s Credit, is available to eligible taxpayers who are saving for retirement through a qualified retirement plan at work or in a traditional or Roth IRA. 

Tax Filing Information
Informational sheet explaining how to report retirement income you received from Servant Solutions.

Can Ministers Opt out of Social Security?
Informational sheet explaining the best way to handle Social Security as a minister.

Who is a Minister for Tax Purposes?
Informational sheet explaining how the IRS determines who qualifies as a minister for tax purposes.

The Minister’s Housing Allowance
Informational sheet explaining the tax benefits available to Minister’s who receive part of their compensation package as housing allowance.


Personal Finance

Toolbox Series
This Series is a group of role specific memos provided to help and assist Church of God pastors, lay-leaders, and Boards.  Click on the link to select the group that applies most to your needs.

Financial Calculators
These calculators are provided to help you make wise financial planning decisions.

Financial Education
Servant Solutions provides three levels of financial planning to help you secure your financial future. Discover which one is right for you.