Welcome to the Pastoral Finance Blog.
Here, you'll find practical financial insights tailored for pastors and ministry leaders. These articles are a free resource designed to help you navigate everything from tax planning to retirement, side hustles, and church financial management.
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When a “Simple Rollover” Permanently Changes a Pastor’s Retirement
Rolling a church 403(b) into an IRA may seem like a harmless simplification. For pastors, it can permanently eliminate housing allowance treatment in retirement. Before consolidating accounts, here’s what must be modeled.