Tax Efficiency Planning
It’s not always about how much you make, but how much you take home.
What is Tax Efficiency Planning?
Through our proprietary What-if Tax Analysis we can educate you on how federal income taxes can affect you. We can guide in making smart decisions that can affect your taxes, such as:
- Will a Roth conversion help or hurt me?
- How will an unexpected revenue stream (inheritance, sale of an asset, etc.) change my income taxes?
- What will happen to my spouse’s tax rate if I pass away?
With this analysis, we can identify potential ways to revise your strategy so that it’s structured to make the most of your tax situation.
The suggestions and recommendations included in your analysis are educational in nature. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional and attorney.
How can it benefit you?
No one likes to pay taxes, but they’re a part of life. If we can help you understand your tax burden now or in the future, then you, your spouse or your heirs can make the most of your tax situation.
For more information on Financial Planning Services, see https://www.thrivent.com/advice/financial-planning
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations/
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.
Not all team members may provide all products, programs and services in all states.
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/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 BrokerCheck for more information about our financial advisors.