Investment Services
Missionary Retiral Agreements—4.50%
- Retirement savings plan for active missionaries under age 70 and on allowance.
- Great investment for overseas missionaries during the years they can take advantage of the foreign earned income exclusion. Allows missionaries to maximize their investment income.
- Minimum initial investment is $1.
- Statements sent quarterly.
- 10% penalty for withdrawal prior to age 59 1/2.
- Interest income is reported to IRS and is taxable annually.
If you are interested in opening a Shell Point Agreement, please contact ADF for the application forms and offering circular.
To learn more about Shell Point click here.
PDF Download:THIS IS NOT AN OFFERING TO SELL THE SECURITIES OF THE ALLIANCE DEVELOPMENT FUND, INC. NOR CONSTITUTE SOLICITATION OF AN OFFER TO BUY. THERE SHALL NOT BE ANY SALE OF THESE SECURITIES IN ANY STATE IN WHICH SUCH OFFER, SOLICITATION, OR SALE IS NOT AUTHORIZED. THE OFFERING IS MADE ONLY BY THE OFFERING CIRCULAR, COPIES OF WHICH MAY BE OBTAINED BY WRITING TO THE ALLIANCE DEVELOPMENT FUND, INC., P.O. BOX 63419, COLORADO SPRINGS, CO 80962-3419.
PLEASE REMEMBER THAT PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. INVESTMENTS ARE NOT INSURED BY THE SECURITIES INVESTOR PROTECTION CORPORATION (SIPC), THE FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC), OR ANY STATE OR FEDERALLY REGULATED GOVERNMENTAL AGENCY.
SECURITIES MAY BE OFFERED AND SOLD ONLY TO OR FOR THE BENEFIT OF PERSONS OR LEGAL ENTITIES OF THE CHRISTIAN AND MISSIONARY ALLIANCE, WHO, AT THE TIME OF RECEIVING AN OFFERING CIRCULAR AND PURCHASE APPLICATION AGREEMENT, ARE MEMBERS, CONSTITUENTS, CONTRIBUTORS TO, OR PARTICIPANTS IN ALLIANCE CHURCHES AND/OR THEIR ORGANIZATIONS, OR WHO ARE ANCESTORS AND DESCENDANTS OF SUCH PERSONS. IN ADDITION, RETIREMENT AGREEMENTS MAY BE SOLD TO IRAs AND 403(B) ACCOUNTS ESTABLISHED FOR THE BENEFIT OF SUCH PERSONS.
