Clergy-focused Financial Planning
Serving in ministry is a calling—and it comes with unique financial challenges. Financial planning for clergy members is more complex than traditional planning because of the special tax rules and benefits available exclusively to clergy. These include housing allowances, Social Security considerations, and church pension plans—areas where even experienced accountants and church treasurers often struggle
At RCK Wealth®, we understand these complexities. We specialize in clergy tax planning and preparation, ensuring your finances are handled accurately and efficiently. We file over 100 clergy tax returns each year, giving us the expertise to help you:
- Maximize Housing Allowance Benefits
Take full advantage of clergy-specific tax provisions while staying compliant. - Navigate Complex Tax Rules
Avoid costly mistakes related to Social Security allowances, parsonages, and dual tax status. - Plan for Retirement
Understand and optimize church pension plans and long-term financial strategies.
Too often, pastors and ministry leaders overpay taxes or miss out on benefits simply because the rules are complicated. Working with a professional who understands these nuances can save time, reduce stress, and protect your financial future.
Get Clarity and Confidence in Your Clergy Tax Planning
Work with specialists who understand clergy-specific tax rules and help you keep more of what you earn—without the stress.
