Guest statcat Posted September 13, 2011 Report Share Posted September 13, 2011 Good evening folks! I still want to set up that Vanguard 403b7 for the minister BUT I've heard rumblings (nothing substantiated as of yet) that ministers can only have that benefit of taking their distribution at retirement as housing allowance under 403b9. Is this right? I really want to set up as a 403b7 for a number of reasons. He wants mutual funds as his investments, not annuities. The only issue is the distribution at retirement. Obviously we'll have to set it up as a 403b9 if it's the only way to get that benefit of distribution as housing allowance at retirement. Any out of the box ideas? Letter from church board, for example? Link to comment Share on other sites More sharing options...
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