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Overview of clergy taxes
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Structuring compensation/benefits packages to minimize taxes
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Tax saving steps you need to take now
REGISTRATION
INFORMATION:
Registration Cost: $12 pp
or $20 per married couple
Lunch provided by
The Preachers’ Aid Society
Please
register as soon as possible but no later than
February 24, 2010.
Click
Here for Flyer with Mail In Registration Form
or
Register and Pay
On-line Below
Pre-Retirement Seminar
April 21 &
22, 2010
Topics
Include:
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One-on-one consultation with General Board of Pensions
Representative
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Insurance plan changes at retirement
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Preparing for major changes in housing circumstances
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Accessing Social Security and Medicare benefits
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Understanding the new denomination pension plan and its
interaction with previous plans
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Spousal tax changes upon death of the clergy person
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Accessing pension accounts at 59.5 years of age
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The retiree health care supplement program
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Timing in drawing down pension, Social Security and IRA
benefits
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Issues of retirement "lifestyle" changes
Wyndham
Hotel
123 Old River Rd
Andover MA 01810
978-975-3600
Cost/Registration
$70 pp / $140 per couple
includes all meals
Room Rate is $119.00
plus tax. You need to contact the Wyndham to reserve your room.
Call 978-975-3600 and use United Methodist Foundation to get the
special rate.
Click
Here for Flyer with Mail In Registration Form
or
Register & Pay
On-line Below
Please Note: When paying on line please include spouse's name
and who is clergy.
