If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ
Ever feel like investing is its own language? You’re not alone.
If you’ve ever nodded along at words like “ETF” or “dollar-cost averaging” without really knowing what they meant, this guide is for you.
Get the basics of investing explained simply—no jargon required. ➡️ https://bit.ly/49t3WCi
Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value.
Learn more about this recognition here: https://bit.ly/466lt23
Thrivent investment leaders gathered on Jan. 13 to discuss their perspectives on the health of the markets and economy. Their conversation included a number of insights to help you navigate the shifting environment. Hear them review inflation, the labor market, AI and more: https://bit.ly/4sIMLFz
Saving for retirement? Here’s something to consider: different accounts come with different tax implications.
By spreading your savings across taxable, tax-deferred and tax-free accounts, you can give yourself more flexibility in retirement. This makes it easier for you to manage withdrawals, avoid tax spikes and lower your Modified Adjusted Gross Income (MAGI).
Get in touch to discuss the right approach for your unique situation.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
The first step to building a portfolio? Choosing the right asset mix.
A diversified portfolio may include:
✅ Cash
✅ Stocks
✅ Bonds
✅ Mutual funds and ETFs
Each plays a different role. Some help manage and grow your money, others add stability or spread out your risk. The key is finding the mix that fits your goals, timeline and comfort level.
Learn more 👉 https://bit.ly/45HHnZe
If you’re relatively new to investing, understanding the basics of how realized gains and losses are taxed can help you make smarter decisions. These 4 rules are a great place to start.
📌 For more, check out this guide: https://bit.ly/4p4h9Hn
If you’re already putting money into your 401(k), you’re off to a strong start. But here’s something many people don’t realize: your 401(k) doesn’t just help you save—it can also lower your taxable income today and create meaningful tax advantages over time.
👉 For a simple breakdown of how to leverage these benefits, check out this guide: https://bit.ly/4oZPLdB
Life transitions come with new responsibilities, and taxes are often one of them. Marriage, welcoming a new baby or going through a divorce can all affect your filing status, tax deductions and overall tax picture.
The IRS has a helpful resource that breaks down what to expect: https://bit.ly/48UOMp0
If you’ve recently experienced a major life change and have questions, feel free to reach out for guidance.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
As your career grows and life becomes more complex, your financial plan should focus on more than just saving and investing. Understanding how taxes affect your long-term goals is an important step that can help keep more of your hard-earned money working for you.
Learn more here: https://bit.ly/45coYDA
If you’d like help finding opportunities to build more tax efficiency into your overall financial plan, don’t hesitate to get in touch.
Taxes play a big role in how far your money can go in retirement.
Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income.
Read more: https://bit.ly/3MybMCS
Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.
A strong beginning: Investing $50 a month could add up nicely for your retirementDiscover how much you may be able to accumulate over time if you can find a way to invest a few more dollars a month.
Investment scams are now the costliest form of fraud in America. Criminals often build trust over weeks or months through social media, dating apps or even “wrong number” texts before pitching a fake investment platform that appears to show real returns.
👉 If someone you’ve met online brings up investing, end the conversation. If you’re unsure about an investment opportunity, reach out and Thrivent can help you assess the situation.
Technology has made impersonation scams more convincing—and more frightening than ever. Criminals can now use AI to clone a loved one’s voice, spoof their phone number and create a false sense of emergency to pressure you into sending them money.
🚩 If you ever receive a call like this, hang up and reach out to your loved one directly. When in doubt, contact the police.
The new year is coming—time to tweak your investment planWith the new year, it may be time to evaluate where you are with your investment plan and consider making some changes to try to improve your standing.
Scammers have evolved their tactics, and their schemes have become more convincing and a lot harder to recognize. That’s why awareness matters.
Protect yourself by staying up to date on the latest scams: https://bit.ly/492hx4g
