Video • 9/13/2023
Opting Out of Social Security
Social Security is the bedrock and foundation of a solid financial plan for your retirement. Without this extremely important benefit, you will need to contribute more to your retirement plan and purchase adequate levels of disability and life insurance to provide for benefits you and your family will forfeit.
Webinar • 6/1/2023
Forward Thinking: Social Security in Retirement
Did you know that there are action steps you can take right now toward a healthy retirement?
Article • 7/26/2023
Understanding Social Security
Learn how Social Security works for ministers and how to maximize benefits for retirement planning. Consider the importance of the long-term perspective and viewing Social Security as part of a larger retirement plan.
Article • 1/27/2021
Life for Ministers After Opting Out of Social Security
Unlike the average taxpayer, ministers have a unique relationship with Social Security.