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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?
‎August 16, 2019
9:59 PM