Why Plan for Retirement?
Many pastors feel hesitant about retirement planning. Some feel unprepared, others anxious, and many overwhelmed by unfamiliar terms and options. But at […]
Understanding Your 1099-R
If you’ve received a 1099-R this tax season, you may be wondering what it is, why it arrived, and what you need […]
Preparing Pastors for the Future: Why Retirement Matters Now
Every pastor spends a lifetime pouring into people, preaching, counseling, visiting hospitals, leading through crisis, celebrating miracles. Yet when retirement approaches, many […]
Converting 529 Plan Assets to a ROTH IRA
As of 2024, the SECURE 2.0 Act now includes a provision to allow 529 Plan holders to convert excess funds to a ROTH IRA. But before you attempt to convert these funds, there are some requirements to be aware of.