Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts?
Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden.
See thrivent.com/social for important disclosures.
Josh and Ellen have a heart for philanthropy. Thrivent was able to help them connect their finances with their love of giving back. Wondering how to align your finances with your values? We can help. Get started here: https://bit.ly/3UzhNRG
February 2024 Market Update: On the road to recoveryTake a look at Thrivent’s February 2024 Market Update for in-depth commentary on these three key points:
• January’s data highlights that an economic soft landing was achieved
• U.S. Federal Reserve may continue to be conservative on raising interest rates this year
• There is anticipation of sustained economic growth
“You reap what you sow.” That’s especially true for the financial advisor career. The more effort you put in, the greater your financial rewards. And, the more people you assist in reaching their financial goals, the more satisfaction you gain.
If this career appeals to you, let’s connect. Learn more: thriventcareers.com/yrwys
A few highlights from Thrivent's 2024 Business Development Conference:
🗣️ Keynote speakers* Ed Slott, Jade Simmons and Andy Laperriere
🤝 Networking with colleagues from across the country
❤️ Giving back to the community
Can’t wait to attend next year! #BDC24
*Speakers are not affiliated with Thrivent.
Great start to 2024 in Dallas at Thrivent's Business Development Conference. Feeling inspired to put new insights into action that benefit clients!
#BDC24
What special moments are you cherishing today? When it comes to financial advice, your family (including the four-legged members) is always at the center. Let’s connect!
Planning for retirement as a couple can be challenging, but it doesn’t have to be. Check out these 4 steps to creating a retirement plan that works for both of you: https://bit.ly/3V0Jxwz
Bring your retirement into focusWhen financial markets feel unstable, it's easy to miss the forest for the trees of your retirement.
What's the alternative?
Take charge of the things you can control—like a retirement savings strategy that supports your big-picture goals.
Get started by exploring your options.
There’s still time to get your one-of-a-kind 2024 Thrivent calendar. The calendar features beautiful photography and inspiring reflections from Thrivent clients.
Order your calendar today and discover a year filled with new perspectives: https://bit.ly/474TWMC
Available while supplies last.
Take a moment to reflect on 2023 with gratitude. Then think about what you want to accomplish financially in 2024.
Let’s connect and discuss ways I can help you reach your goals in the new year.
2024 Market Outlook: Getting back to businessRead Thrivent's 2024 Market Outlook to learn more about why despite uncertainties, a resilient U.S. economy and easing inflation hint at a positive 2024.
Get ready for the new year with a 2024 Thrivent calendar featuring inspiring photos and reflections submitted by Thrivent clients.
Order yours today: https://bit.ly/474TWMC
Available while supplies last.
Thrivent Multi-Year Guarantee Annuity™️When you're looking for solutions that help offer predictability and security – especially in an uncertain market – your options aren't just limited to CDs, high-yield savings accounts and traditional fixed annuities. Thrivent's Multi-Year Guarantee Annuity is another strong option.
See how much you could earn and view the current rates.
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Embrace your golden years with confidenceWhen planning for retirement, sometimes it’s best to expect the unexpected.
It’s never too late to ensure your strategy accounts for unpredictable costs in retirement, like higher taxes and increased health care.
Explore your options and reach out to discuss. 👇
What is a multi-year guaranteed annuity (MYGA) & how does it work?Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty?
1. Certificate of deposit (CD)
2. High-yield savings account
3. Multi-Year Guarantee Annuity (MYGA)
If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you.
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Have you ordered your 2024 Thrivent calendar yet? This unique calendar features photos submitted by Thrivent clients reflecting their perspective on life, family and faith.
Order yours today: https://bit.ly/474TWMC
Available while supplies last.
4th Quarter 2023 Market Outlook: Entering the turnThe stress of higher interest rates is beginning to take its toll on the economy. Under these conditions, bonds have become increasingly attractive. Read Thrivent's 4th Quarter 2023 Outlook for more.
How do required minimum distributions work?Did you know that for some retirement accounts, you must start withdrawing money by a certain age?
Learn more about required minimum distributions (RMDs) today. 👇
