Now that you're retired, we have a few reminders to help you maintain your financial, physical, and spiritual well-being:
- Get to know your diocese's Chaplain to the Retired. His or her special ministry is to serve you.
- Maintain your health with annual checkups, nutritious food, exercise, and stimulating hobbies. Visit Managing Your Health for this month's tips on wellness and an archive of informative newsletters.
- Periodically review your will and financial papers.
- Remember to continue taking advantage of the Internal Revenue Service's housing exclusion for clergy. For information and tax forms:
1. Download this one-page fact sheet (CPF Form B), Federal Income Tax Status of Church Pension Fund Benefits
2. Download IRS Form W-4P: Withholding Certificate for Pension or Annuity Payments
- Download A Guide to Your Benefits: Now And In The Future for details about your pension plan.
- Maintain a budget and savings plan and review them regularly, adjusting them as needed.
*Our online documents are available for immediate download and viewing using Adobe's FREE Acrobat Reader.