Pastoral Finance · For Pastors
The pastor’s personal finance toolkit.
You keep the church’s books and carry everyone else’s crises, and your own money waits. These are the tools that stop the waiting. Clergy-specific worksheets and checklists for the parts the generic advice gets wrong: your housing allowance, your 403(b), your taxes, and the retirement income that has to last.
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Pastor’s Housing Allowance Worksheet
The fillable worksheet that sets your housing allowance the way the IRS actually tests it, the lesser of what you designate, what you spend, and the fair rental value of your home. Fill it once, keep it on file, and stop guessing at the number.
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The 403(b) Rollover Checklist
Before you move a dollar out of your church retirement plan, walk this list. It is built around the one rollover mistake that quietly ends a pastor’s housing allowance in retirement, and the simple way to keep it.
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The Roth Conversion Checklist
Whether a Roth conversion helps you or costs you comes down to details most pastors never hear. This walks the questions to settle first, in plain language, before you convert a dollar.
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A Pastor’s Financial Plan on One Page
The whole of a healthy household’s money on a single page: the five buckets, and the one move to make in each. Built for pastors, with room for rest and a little fun, not just line items.
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The Retirement Withdrawal Worksheet
In retirement, the order you draw from your accounts changes how much tax you pay and how long the money lasts. This maps the sequence, with your housing allowance still doing its work.
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Educational only. These worksheets and checklists are general guides, not individualized tax, legal, or financial advice. Confirm your own situation with a qualified professional. Pastoral Finance is editorially independent from Legacy Path Advisors LLC.