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

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Your asset allocation is one of the most important choices you'll make as an investor. Together, let's review it often. For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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Your asset allocation is one of the most important choices you'll make as an investor. Together, let's review it often. For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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Build a future that aligns with your goals at Thrivent. As a financial advisor, you’ll enjoy an inclusive, collaborative workplace where you can build a rewarding career and make an impact on the people and communities that matter to you. You’ll have access to the right tools, unmatched team support and an ecosystem designed to grow with you as your career evolves. Explore the opportunities: thriventcareers.com/3IPgAlD

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Build a future that aligns with your goals at Thrivent. As a financial advisor, you’ll enjoy an inclusive, collaborative workplace where you can build a rewarding career and make an impact on the people and communities that matter to you. You’ll have access to the right tools, unmatched team support and an ecosystem designed to grow with you as your career evolves. Explore the opportunities: thriventcareers.com/3IPgAlD

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💬 Ready to explore your options? Now's the time! #RothConversion #TaxStrategy #FinancialPlanning #IRAConversion For more information visit 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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💬 Ready to explore your options? Now's the time! #RothConversion #TaxStrategy #FinancialPlanning #IRAConversion For more information visit 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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It’s amazing what a motivated group of volunteers can accomplish when they have the tools and resources they need. With Thrivent Action Teams, you can make a meaningful impact in your community.‎‎‎ https://www.thrivent.com/about-us/membership/thrivent-action-teams See thrivent.com/social for important disclosures.

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It’s amazing what a motivated group of volunteers can accomplish when they have the tools and resources they need. With Thrivent Action Teams, you can make a meaningful impact in your community.‎‎‎ https://www.thrivent.com/about-us/membership/thrivent-action-teams See thrivent.com/social for important disclosures.

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🔄 By converting funds from a traditional IRA to a Roth IRA, you’ll pay taxes now—but once you're 59½ and have held the account for at least 5 years, your withdrawals are completely tax- and penalty-free. 💸 ✅ If your modified adjusted gross income (MAGI) is under: • $150,000 (single filer) • $236,000 (married filing jointly) …you could take advantage of this opportunity to grow your savings tax-free for life. 🧮 Unsure if it's the right move? Thrivent’s proprietary What-if Tax tool can help assess your options. 📅 Just don’t wait—conversions must be completed by Dec. 31 and can't be backdated. #RetirementPlanning #RothIRA #FinancialGoals For more information visit 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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🔄 By converting funds from a traditional IRA to a Roth IRA, you’ll pay taxes now—but once you're 59½ and have held the account for at least 5 years, your withdrawals are completely tax- and penalty-free. 💸 ✅ If your modified adjusted gross income (MAGI) is under: • $150,000 (single filer) • $236,000 (married filing jointly) …you could take advantage of this opportunity to grow your savings tax-free for life. 🧮 Unsure if it's the right move? Thrivent’s proprietary What-if Tax tool can help assess your options. 📅 Just don’t wait—conversions must be completed by Dec. 31 and can't be backdated. #RetirementPlanning #RothIRA #FinancialGoals For more information visit 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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You can plan year-end giving, set up recurring donations, or explore tax-efficient ways to give back. Did you know you can even lead a Thrivent Action Team or direct Choice Dollars®️ if you're eligible? Together, you can make an incredible impact. #LiveGenerously #GivingBack #Thrivent For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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You can plan year-end giving, set up recurring donations, or explore tax-efficient ways to give back. Did you know you can even lead a Thrivent Action Team or direct Choice Dollars®️ if you're eligible? Together, you can make an incredible impact. #LiveGenerously #GivingBack #Thrivent For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Insuring your kids isn’t just about a death benefit. It’s about helping them plan for their future long before the uncertainty of life and health takes that opportunity away from them. 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. #kids #family #retirement #plan #finance #lifeinsurance

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Insuring your kids isn’t just about a death benefit. It’s about helping them plan for their future long before the uncertainty of life and health takes that opportunity away from them. 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. #kids #family #retirement #plan #finance #lifeinsurance

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💰 In 2025, individuals can gift up to $19,000, and couples up to $38,000 per recipient tax-free. Smart gifting can: ✅ Reduce future estate taxes ✅ Help children or grandchildren now ✅ Shift taxable income to lower brackets Make sure gifts are made before dividends or gains are declared — time to connect with our team! #FamilyFinance #SmartGifting #GenerationalWealth #EstatePlanning #WealthTransfer For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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💰 In 2025, individuals can gift up to $19,000, and couples up to $38,000 per recipient tax-free. Smart gifting can: ✅ Reduce future estate taxes ✅ Help children or grandchildren now ✅ Shift taxable income to lower brackets Make sure gifts are made before dividends or gains are declared — time to connect with our team! #FamilyFinance #SmartGifting #GenerationalWealth #EstatePlanning #WealthTransfer For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Is your goal to grow, serve others and lead with purpose? Join us in a career where you can thrive. As a Thrivent financial advisor, you’ll benefit from: ✔️ A supportive culture rooted in values and community ✔️ Attractive income potential ✔️ Ongoing training and development ✔️ Flexible career paths tailored to your goals ✔️ Work that makes a lasting impact Start your journey 👉 thriventcareers.com/4nUFcbC

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Is your goal to grow, serve others and lead with purpose? Join us in a career where you can thrive. As a Thrivent financial advisor, you’ll benefit from: ✔️ A supportive culture rooted in values and community ✔️ Attractive income potential ✔️ Ongoing training and development ✔️ Flexible career paths tailored to your goals ✔️ Work that makes a lasting impact Start your journey 👉 thriventcareers.com/4nUFcbC

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You already know your #retirement should be a priority. But will you have enough income to last in retirement? I can help. 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.

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You already know your #retirement should be a priority. But will you have enough income to last in retirement? I can help. 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.

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.

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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