Minister Retirement Planning

A unique provision of the Tax Code provides ministers with a resource to create tax-favored income in retirement. Retirees today will spend an average of 20-25 years in retirement and with continued medical advances, future retirees may spend more than 1/3 of their lifetime in retirement. The ability to set aside money for retirement, as well as future housing expenses, is one of the unique features of the minister’s retirement program.

Working with a trusted advisor to assure that your personal retirement plan is uniquely situated to your needs and goals for the future is an often overlooked component in prudent planning.

At Shield we uniquely understand the needs of the clergy, as several of our associates are current or retired ministers. Structuring a personalized minister’s retirement plan that meets your unique goals and needs can make the difference between simply surviving retirement or thriving therein. We encourage you to “count the cost” by meeting with us today.