Helping Ministers Retire With Confidence

Our Services

At Simplicity Group, we want you to feel SECURE about retirement. You want certainty around your retirement plans. The problem can be a lack of knowledge to put a proper plan in place, which makes you feel anxious.

We believe ministers who spend their lives serving others deserve a secure retirement. We understand the unique challenges ministers face when it comes to saving and planning for retirement. This is why we have been able to help ministers all over the country utilize unique tax advantages, create sustainable retirement income, and limit market risk.

Housing Allowance for Ministers

Learn how to preserve your housing allowance with IRS code 107. Understand the tax implications of your allowance so you can make informed decisions on how to put it to use. This vital provision offers ministers a unique opportunity to establish a foundation of lifelong financial security, not only for themselves but also for their cherished families. By effectively utilizing this code, you can fortify your financial well-being during your active ministerial service and extend its protective embrace into your retirement years. In doing so, you ensure that your housing needs remain steadfastly met, granting you stability as you fulfill your spiritual calling and beyond.

Retirement Planning

No matter where you are in life, we can provide you the guidance, tools and services to help prepare for retirement on your terms.

Our services encompass a spectrum of financial strategies, including personalized retirement income projections and tax-efficient planning. We understand that everyone’s retirement goals are distinct, and we take the time to listen and craft a customized plan that aligns with your specific objectives.

Tax Issues for Ministers

The IRS has specific tax codes for ministers and churches. We will help you to become familiar with these unique rules to see which may benefit you. This information is designed to provide education and clarity to often confusing tax rules.

We recognize the importance of clarity in the realm of taxation, and our comprehensive support extends throughout the entire tax process. From unraveling the intricacies of tax deductions to securing your financial well-being, we stand by your side, offering the expertise and assistance you need to navigate the unique tax challenges that ministers face. We’re here to help you make informed decisions that safeguard your ministry’s finances and your personal financial future.

Social Security Optimization

We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits based on your expectations. That’s why we offer personalized guidance tailored to your unique circumstances, ensuring you’re aware of the various claiming strategies, spousal benefits, and timing considerations that can significantly impact your retirement income. By partnering with us, you’ll gain the knowledge and confidence needed to make strategic choices that maximize your Social Security benefits, paving the way for a financially secure and fulfilling retirement.

Annuities

Are you in or near retirement? Learn how annuities can help generate a reliable stream of income or increase your current savings.Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat.

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Life

Navigate the complexities of life insurance with cutting-edge technology and proprietary resources designed to streamline your sales process, educate clients, and help grow your business.

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