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Roth conversions can offer more than just tax advantages. They may help reduce required minimum distributions (RMDs), create more control over taxable income, and provide tax-free assets for heirs. Every situation is unique, which is why working with our team can help determine if a Roth conversion aligns with your goals—both for retirement and beyond. #RothBenefits #RetirementIncome #LegacyPlanning #TaxEfficient #FinancialPlanning #AdvisorGuidance #LongTermWealth For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Roth conversions can offer more than just tax advantages. They may help reduce required minimum distributions (RMDs), create more control over taxable income, and provide tax-free assets for heirs. Every situation is unique, which is why working with our team can help determine if a Roth conversion aligns with your goals—both for retirement and beyond. #RothBenefits #RetirementIncome #LegacyPlanning #TaxEfficient #FinancialPlanning #AdvisorGuidance #LongTermWealth For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Meet Travis! Family and community are at the heart of what Travis does. He’s married to Heather, our Office Manager, and together they have four children: Trent, Mason, Madeleine, and Allison. Outside of work, Travis and his family enjoy vacations, golf, the arts, sports, and hunting. They are members of Emanuel Lutheran Church, and Travis is an active member of the New London Lions Club. He also volunteers with Junior Achievement, teaching financial and life skills to 5th and 7th grade students. For disclosure information, see thrivent.com/social. #MeetTheTeam #FamilyFirst #CommunityStrong #GivingBack #VolunteerLife #LifeBeyondWork #FaithAndFamily #JuniorAchievement #LionsClub #CommunityDriven

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Meet Travis! Family and community are at the heart of what Travis does. He’s married to Heather, our Office Manager, and together they have four children: Trent, Mason, Madeleine, and Allison. Outside of work, Travis and his family enjoy vacations, golf, the arts, sports, and hunting. They are members of Emanuel Lutheran Church, and Travis is an active member of the New London Lions Club. He also volunteers with Junior Achievement, teaching financial and life skills to 5th and 7th grade students. For disclosure information, see thrivent.com/social. #MeetTheTeam #FamilyFirst #CommunityStrong #GivingBack #VolunteerLife #LifeBeyondWork #FaithAndFamily #JuniorAchievement #LionsClub #CommunityDriven

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📣 Bring a guest and join us for an upcoming workshop! 💼 Will Your Taxes Affect Your Retirement? Understanding how investments are taxed — and setting strategies accordingly — can help you keep more of your retirement income in check. 📍 Thursday, March 5, 2026 New London Community Center Doors open at 5:30 p.m. | Presentation at 6:00 p.m. 600 W. Washington St., New London, WI 📍 Wednesday, March 11, 2026 Dahlke Life Celebration Center Doors open at 5:30 p.m. | Presentation at 6:00 p.m. 101 E. Main St., Weyauwega, WI Hosted by: Jennifer Gardner, Financial Associate Jesse M. Fenske, ChFC®️, Financial Advisor 📞 RSVP by calling Heather at 920-982-3133 📧 heather.kloehn@thrivent.com No products will be sold. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. #RetirementPlanning #TaxSmart #FinancialWorkshop #RetirementReady #WisconsinEvents

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📣 Bring a guest and join us for an upcoming workshop! 💼 Will Your Taxes Affect Your Retirement? Understanding how investments are taxed — and setting strategies accordingly — can help you keep more of your retirement income in check. 📍 Thursday, March 5, 2026 New London Community Center Doors open at 5:30 p.m. | Presentation at 6:00 p.m. 600 W. Washington St., New London, WI 📍 Wednesday, March 11, 2026 Dahlke Life Celebration Center Doors open at 5:30 p.m. | Presentation at 6:00 p.m. 101 E. Main St., Weyauwega, WI Hosted by: Jennifer Gardner, Financial Associate Jesse M. Fenske, ChFC®️, Financial Advisor 📞 RSVP by calling Heather at 920-982-3133 📧 heather.kloehn@thrivent.com No products will be sold. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. #RetirementPlanning #TaxSmart #FinancialWorkshop #RetirementReady #WisconsinEvents

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Meet Steve! After 21 years of service with the Wisconsin Army National Guard, Steve retired as a First Sergeant in 2004. He’s married to his best friend, Sue, and is a proud dad to Abbey and Hannah. When he’s not volunteering, you’ll find him on the golf course ⛳, hunting or fishing with his dad 🎣, or spending time with the people he loves most. For disclosure information, see thrivent.com/social. #MeetTheTeam #VeteranLife #FamilyMan #WisconsinProud #Volunteer #GolfLife #OutdoorTime #CommunityStrong

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Meet Steve! After 21 years of service with the Wisconsin Army National Guard, Steve retired as a First Sergeant in 2004. He’s married to his best friend, Sue, and is a proud dad to Abbey and Hannah. When he’s not volunteering, you’ll find him on the golf course ⛳, hunting or fishing with his dad 🎣, or spending time with the people he loves most. For disclosure information, see thrivent.com/social. #MeetTheTeam #VeteranLife #FamilyMan #WisconsinProud #Volunteer #GolfLife #OutdoorTime #CommunityStrong

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Future you will be very grateful. For disclosure information, see thrivent.com/social. #GetOrganized #FinancialWellbeing

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Future you will be very grateful. For disclosure information, see thrivent.com/social. #GetOrganized #FinancialWellbeing

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From beneficiaries to powers of attorney, small updates today can help prevent confusion tomorrow and keep your plan aligned with what matters most. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited #EstateAndLegacy #FinancialPlanning #Beneficiaries #FutureFocused #LifeChanges #PlanWithPurpose

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From beneficiaries to powers of attorney, small updates today can help prevent confusion tomorrow and keep your plan aligned with what matters most. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited #EstateAndLegacy #FinancialPlanning #Beneficiaries #FutureFocused #LifeChanges #PlanWithPurpose

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Many people nearing retirement feel unsure about whether their investments are truly aligned with this next chapter. Before refining your strategy, it helps to revisit three core factors: your goals, your time horizon, and your risk tolerance. Together, they can show whether your current investment mix still supports what you need in the years ahead. If you’re wondering whether you’re on track, let’s talk. We can review your investing strategy and build a financial plan designed to support you now—and throughout retirement. For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #RetirementPlanning #InvestmentStrategy #FinancialConfidence #PreRetirement #FinancialWellness #PlanForTomorrow #ClientFocused

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Many people nearing retirement feel unsure about whether their investments are truly aligned with this next chapter. Before refining your strategy, it helps to revisit three core factors: your goals, your time horizon, and your risk tolerance. Together, they can show whether your current investment mix still supports what you need in the years ahead. If you’re wondering whether you’re on track, let’s talk. We can review your investing strategy and build a financial plan designed to support you now—and throughout retirement. For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #RetirementPlanning #InvestmentStrategy #FinancialConfidence #PreRetirement #FinancialWellness #PlanForTomorrow #ClientFocused

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Estate planning is not determined by age; it’s all about being prepared. We collaborate with your attorney so that your estate plan aligns seamlessly with your overall financial strategy. For disclosure information, see thrivent.com/social. #EstatePlanningMatters #FinancialAdvisor #LifePlanning #FutureFocused #HolisticPlanning

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Estate planning is not determined by age; it’s all about being prepared. We collaborate with your attorney so that your estate plan aligns seamlessly with your overall financial strategy. For disclosure information, see thrivent.com/social. #EstatePlanningMatters #FinancialAdvisor #LifePlanning #FutureFocused #HolisticPlanning

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View your tax forms along with other documents online! 💻 https://www.thrivent.com/ Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with your attorney or tax advisor for specific advice. See thrivent.com/social for additional disclosures.

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View your tax forms along with other documents online! 💻 https://www.thrivent.com/ Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with your attorney or tax advisor for specific advice. See thrivent.com/social for additional disclosures.

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An Individual Retirement Account (IRA) is one of the most effective ways to save for retirement because of its tax advantages. Depending on the type of IRA, your contributions may be tax-deductible today, or your withdrawals in retirement may be tax-free. Either way, an IRA helps your money grow more efficiently over time—so you can keep more of what you earn and build toward the future you want. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #IRA #RetirementPlanning #TaxAdvantaged #FinancialWellness #LongTermPlanning #BuildYourFuture #SmartMoney

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An Individual Retirement Account (IRA) is one of the most effective ways to save for retirement because of its tax advantages. Depending on the type of IRA, your contributions may be tax-deductible today, or your withdrawals in retirement may be tax-free. Either way, an IRA helps your money grow more efficiently over time—so you can keep more of what you earn and build toward the future you want. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #IRA #RetirementPlanning #TaxAdvantaged #FinancialWellness #LongTermPlanning #BuildYourFuture #SmartMoney

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

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

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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.

Designations

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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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