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


Retirement Resources

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. 

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

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.

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

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.

 

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.

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


Tax Resources

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.


Personal Finance

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

Live Free - Edición en español

 

Milestones This site provides a package of planning documents at no additional cost to members of the Servant Solutions Retirement Plan.

Enrich Tools to help you make money decisions today while preparing for tomorrow.

Snowball Debt Elimination Calculator Want to get out of debt as quickly as possible?  Use this calculator to explore options for your budget.

Mortgage Loan Calculator (PITI)
Use this calculator to determine your monthly mortgage principal, interest, taxes and insurance payment (PITI) and amortization schedule.

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