Pension Boards members age 70½ or over and who are not working for a United Church of Christ employer, Conference, Association or National Staff, are required by the Internal Revenue Service (IRS) to take a Required Minimum Distribution (RMD) from the Annuity Plan for the current year.

Interview by Ashley Kuzmech*

In this inaugural article in the new Faith and Finance Q&A series, the Pension Boards interviews the Rev. Richard Walters, Director of Corporate Social Responsibility (CSR), to explore some of the social justice issues that are being addressed through the Pension Boards’ engagement and leadership in the Interfaith Center on Corporate Responsibility (ICCR).

Check out the Q2 2019 Quarterly Update video below featuring Senior Analyst Minoti Dhanaraj.

We work hard, try to save money and manage our debt. But, before you know it, we wonder where all of that hard-earned money has gone. For those struggling to keep their heads above water, retirement may not be an immediate reality, but there is help.

It doesn’t matter what your net worth or marital status is, or whether or not you have dependent children. If you want to protect your assets and your loved ones’ financial and emotional wellness, you need each of the estate plan documents listed below.