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Insights

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

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By grasping taxable accounts, you'll effectively build a diverse strategy to meet your financial goals. 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 grasping taxable accounts, you'll effectively build a diverse strategy to meet your financial goals. 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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2024 IRA contribution deadline: There's still time to maximize your savings

It may be 2025, but you still have time to maximize your savings for the 2024 tax year. Explore how contributing to an IRA can help boost your retirement savings and find answers to the most common IRA questions.

The calendar has officially flipped to 2025, but you can still contribute to an Individual Retirement Account (IRA) for the 2024 tax year.

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🛡️ Life changes like buying a home, starting a family, or retiring mean it’s time for a review. Let’s make sure you’re protected where it 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.

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🛡️ Life changes like buying a home, starting a family, or retiring mean it’s time for a review. Let’s make sure you’re protected where it 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.

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"Do everything in love." - 1 Corinthians 16:14

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"Do everything in love." - 1 Corinthians 16:14

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With so many changes, it's important to stay informed. 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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With so many changes, it's important to stay informed. 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 never too late to change your career goals. Become a Thrivent financial advisor >>  thriventcareers.com/4j1yQFz

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It's never too late to change your career goals. Become a Thrivent financial advisor >>  thriventcareers.com/4j1yQFz

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Let's review the 2025 updates, together! 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. 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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Let's review the 2025 updates, together! 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. 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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Thrivent Market & Economic update

Get our investment leaders’ thoughts on inflation, employment and the geopolitical environment during this quarter’s Thrivent Market & Economic Update.

Gain insights from Thrivent investment leaders on the latest economic trends and market performance.

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Here are some roles to consider as examples: Teacher Mentor Consultant Transforming a hobby into a side gig Non-profit leadership Seasonal work Returning to education Organizing travel groups An Encore Career can take the form of either a paid position or a volunteer opportunity, but it should always be enjoyable! For disclosure information, see thrivent.com/social

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Here are some roles to consider as examples: Teacher Mentor Consultant Transforming a hobby into a side gig Non-profit leadership Seasonal work Returning to education Organizing travel groups An Encore Career can take the form of either a paid position or a volunteer opportunity, but it should always be enjoyable! For disclosure information, see thrivent.com/social

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--Working in retirement: Part-time work, regular consulting, or a full second career could all provide you with valuable income. --Your home: If you have built up substantial home equity, you may be able to tap it as a source of retirement income. You could sell your home, then downsize or buy in a lower-cost region, investing that freed-up cash to produce income or to be used as needed. --Permanent life insurance: Although not the primary function of life insurance, an existing permanent life insurance policy that has cash value can sometimes be a potential source of retirement income. 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.

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--Working in retirement: Part-time work, regular consulting, or a full second career could all provide you with valuable income. --Your home: If you have built up substantial home equity, you may be able to tap it as a source of retirement income. You could sell your home, then downsize or buy in a lower-cost region, investing that freed-up cash to produce income or to be used as needed. --Permanent life insurance: Although not the primary function of life insurance, an existing permanent life insurance policy that has cash value can sometimes be a potential source of retirement income. 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.

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.

Designations

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

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