Retirement

• I am considering retiring. What actions do I need to take?
• Seven Key Milestone Ages in Retirement
• What is the unique tax treatment for distributions from the denominational plan for retired clergy?
• As a retired UU minister in the Plan, how much HOUSING ALLOWANCE can I take each year?
• How do I obtain a copy of the UU Retired Clergy Tax Memo?
• What is UURMaPA (UU Retired Ministers and Partners Association) and how do I contact them?
• In retirement, is clergy housing allowance subject to SECA?
• Where can I find my 1099-R tax form from Empower?
• Where can I find my 1099-R tax form from TIAA?