Re: You need to designate a portion of your retire...
Level 1

Retirement tax questions

@KittyM Regarding "Revenue Ruling 75-22" and Minister's Housing Allowance in retirement:  I am currently invested in a 403B9 with my denomination's church retirement plan with Guidestone.  If I convert the 403B9 to another retirement plan, such as a 403B7 Church Plan with a commercial vendor, does the housing allowance tax free retirement income benefit still apply?  Or does it only apply to the originating plan that designated the housing allowance?  

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