Grace Global Alliance offers member clergy and churches the opportunity to participate
in a unique retirement program: the Grace Global Alliance 403(b)9 Retirement Income
Uniquely designed for churches, the Grace Global Alliance 403(b)9 Retirement Income
Church Account permits a credentialed minister to establish a retirement account
that also permits housing allowance continuation in the post-work years. Properly
structured, a 403(b)9 retirement income church account can provide tax-free distributions
to a credentialed minister so long as he / she has qualifying housing expenses in
retirement. It also permits the church to provide matching or elective contributions
on behalf of their credentialed ministers.
Non-credentialed church staff may also participate in the Grace Global 403(b)9 Retirement
Income Church Account to save for their future retirement needs, and churches may
also provide matching or elective contributions on their behalf as well. While non-credentialed
church staff may not utilize a housing allowance under the tax code, a 403(b)9 remains
an efficient means to save for future income needs in retirement.
Through its affiliate, Grace Global Financial Solutions, Grace Global Alliance
members have access to a national network of financial professionals, insurance agents,
investment advisory representatives, and Certified Financial Planners® to assist
them in their planning.
For more information, or to request a no-cost consultation with one of our highly-trained
team members, contact our office: