How the SECURE Act 2.0 changed RMDsWondering how the SECURE Act 2.0 has impacted required minimum distributions (RMDs)? Take a look at these four changes and let’s connect if you want to discuss how this may impact your retirement plans.
March 2023 Market Update: Stocks in box as economic uncertainty continuesStocks have been trading in a very narrow range over the past few months, as the Fed struggles to bring inflation down to a reasonable level. That trend could continue for several months since consumer spending, discretionary income, and other inflationary factors have remained stubbornly resilient. See the latest details on key market and economic factors in the March Market Update.
5 tax-efficient strategies to include in your retirement planProtect your retirement savings by implementing these five tax-efficient strategies into your retirement plan.
3 ways to approach market volatilityWhatever happens with the market, there are steps you can take that may help to mitigate the effects of volatility.
Investing habits you can share with your kidsWondering how you can instill a lifelong habit of investing into your children? Check out these strategies you can use to help them learn the value of investing.
Should I do a Roth IRA conversion when the market is down?Is now a good time for a Roth IRA conversion? Take a look at this helpful information to see if this would be the right move for you.
Saving for college and your retirement: Finding the balanceWant to make sure you’re prioritizing your child’s education and your own retirement at the same time? Here are some general guidelines on saving for both along with educational funding options you can explore.
Don’t Fear Volatility - Capitalize On It Through Dollar Cost Averaging ArticleRather than fear market volatility, why not take advantage of dollar cost averaging to try and improve your long-term returns?
Roth IRA benefits go beyond retirementDid you know that your Roth IRA can be used for more than retirement? It can also be used towards purchasing a new home or college funding. Read further for more details.
How to handle a volatile market: Timely advice for challenging timesWondering how you should navigate a volatile market? Take a look at these six steps for coping with a declining or volatile market.
Join us for an on-demand presentation for an update on the markets and economy. Hear from Thrivent Chief Investment Officer David Royal and Thrivent Chief Investment Strategist Steve Lowe. No products will be sold.
https://video.thrivent.com/view/1KjARZTPZS2GUojZWZRQS2
Working tax efficiency into your financial strategyDid you know there are strategies you can put in place that could reduce your taxes now and in retirement? Let’s start with the basics.
Want an in-depth look at the latest economic trends? For a limited time, gain access to a recording of a live Economic Update hosted by Thrivent’s chief investment officer and chief investment strategist to hear commentary on inflation and market performance in light of recent events. Watch the webinar now: https://bit.ly/3qZ2fqQ
No products will be sold.
How inflation and the conflict in Ukraine may affect your investmentsThinking about making adjustments to your investment strategy due to the current markets? Thrivent’s Chief Investment Strategist shares some thoughts to consider in his recent market update.
How does inflation affect retirement savings?With inflation rates reaching an all-time high, you might wonder how this could impact your retirement savings. Here is some great insight to help you protect your nest egg.
Smart Strategies for Grandparents Funding College CostsGrandparents are contributing more to their grandchildren's education than ever before. If you’re one of them, here are some considerations to help make the most of your support—for both your benefit and your grandchild’s. ☟
Understanding income tax strategiesWhether you’re just starting out, planning for retirement or already in retirement, these tax diversification tips can help you position your assets more efficiently. ☟
Looking forward to a happy and secure lifestyle when you retire? Learn about the many ways to approach the retirement tax management puzzle in this recent Thrivent Thinking post. https://bit.ly/3qXZWBS
Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
The winds of change: Politics, the pandemic and the marketsAs a new presidential administration prepares to come into office, here’s a look at how the economy and the markets might shape up in the months ahead, by Thrivent’s Chief Investment Strategist, Mark Simenstad: https://bit.ly/37Ni758
A new baby is a good reason to take a closer look at your finances. Here’s an action plan to help you protect your growing family: https://www.thrivent.com/magazine/2020/september/Baby_on_Board.html?utm_source=fieldfb&utm_campaign=magazine&utm_goal=br.
