by Taylor Johnson | Sep 12, 2019 | Retirement
When choosing a retirement plan, it is important to understand the difference between 403(b), 403(b)(7), 403(b)(9), and 401(k) plans. Assuming that your organization is a 501(c)(3) and is either a church or parachurch organization, you qualify for any of these...
by Taylor Johnson | Sep 11, 2019 | Plan Design
How do you know if your ministry retirement plan is on track? Do you need a quick way to make sure that it is headed in the right direction?Here is an easy formula to check your retirement plan against. It’s called the 90-60-10 milestones.What are the 90-10-60...
by Taylor Johnson | Sep 11, 2019 | Participant Resources, Ready to Retire
When Should You Start Taking Your Social Security?You are eligible to file for social security benefits when you turn 62, but if you do, your monthly check will be reduced significantly for the rest of your life. You may have little choice if you are out of work or in...
by Taylor Johnson | Sep 11, 2019 | Participant Resources
Are you looking for strategies to help you successfully prepare for retirement? It’s never too late to start saving for your future. Here are 6 tips that can help you get on track to a fully funded future:1. Student Loans Don’t worry about quickly paying off your...
by Taylor Johnson | Aug 14, 2019 | Retirement
Do you look back in regret at the lost opportunities in your life?So many live a life of regret. They spend their productive hours ruminating on what could have been, what should have been, what might have been or the failure of what did occur. Job reflects...
