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I've got valuable information and resources to share. Explore away! And check back often.

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You can help minimize tax burdens by implementing tax efficiency within your financial plan. Explore different diversification strategies: https://bit.ly/4eEftz8 ​Let’s connect if you’d like to discuss your options for tax-efficient moves.

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You can help minimize tax burdens by implementing tax efficiency within your financial plan. Explore different diversification strategies: https://bit.ly/4eEftz8 ​Let’s connect if you’d like to discuss your options for tax-efficient moves.

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Saving to your IRA now could make a big difference later

https://www.thriventfunds.com/insights/retirement-planning/saving-to-your-ira-now-could-make-a-big-difference-later.html

While many people wait until the deadline to contribute to an IRA, you could accelerate your savings process by contributing a year earlier during the current...

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Protecting yourself from identity theft

Did you know? December is Identity Theft and Protection Awareness Month. Scammers are more active during the holiday season. Make sure to take proactive measures to guard yourself against identity theft. Here are some ways to protect yourself. ⬇️

Identity theft occurs when someone steals another person’s personal information. And it’s the nature of this type of crime to usually happen when you least...

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IRA contribution limits for 2024 & 2025

https://www.thriventfunds.com/insights/retirement-planning/contribution-rules-and-limits.html

To get the most out of your IRA, review the 2024 and 2025 rules and contribution limits.

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December 2024 Market Update: Stocks keep rolling

Learn how markets evaluated the presidential election results in Thrivent Asset Management’s December 2024 Market Update.

The economy stayed strong in November despite uncertainty around the U.S. election.

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Now is the time to review your finances and set yourself up for success in 2025. Here are some action items you may want to consider: • Assess progress on your financial goals and determine if adjustments are needed. • Ensure your minimum required amount of RMDs are withdrawn from retirement accounts. • Make additional charitable contributions by year-end to potentially reduce tax liabilities. • Review and update beneficiary designations on bank and retirement accounts, life insurance policies and annuities. See thrivent.com/social for important disclosures.

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Now is the time to review your finances and set yourself up for success in 2025. Here are some action items you may want to consider: • Assess progress on your financial goals and determine if adjustments are needed. • Ensure your minimum required amount of RMDs are withdrawn from retirement accounts. • Make additional charitable contributions by year-end to potentially reduce tax liabilities. • Review and update beneficiary designations on bank and retirement accounts, life insurance policies and annuities. See thrivent.com/social for important disclosures.

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7 ways to help reduce your taxable income

Seeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️​

Discover practical and effective strategies to help reduce your taxable income. From retirement savings to smart investment decisions, opportunities to keep...

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Proud to hear Thrivent has been named to Fast Company’s 2024 Brands That Matter list, which recognizes companies making an impact on business and culture. Learn more about this recognition here: https://bit.ly/3Vx2loB #FCBrandAwards

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Proud to hear Thrivent has been named to Fast Company’s 2024 Brands That Matter list, which recognizes companies making an impact on business and culture. Learn more about this recognition here: https://bit.ly/3Vx2loB #FCBrandAwards

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Retirement savings: get back on track

https://www.thriventfunds.com/insights/retirement-planning/retirement-savings-get-back-on-track.html

If you’ve fallen behind on retirement goals, use these steps to help build up your savings.

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Avoid adding more stress to the holiday season by making sure you’re not a target of phishing scams. Hackers tend to be most active during the distracting weeks leading up to Christmas. Here are some tips to stay vigilant: https://bit.ly/4eZ2EQ7

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Avoid adding more stress to the holiday season by making sure you’re not a target of phishing scams. Hackers tend to be most active during the distracting weeks leading up to Christmas. Here are some tips to stay vigilant: https://bit.ly/4eZ2EQ7

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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