Insights
How qualified charitable distributions (QCDs) work: Rules, pros & consA qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs.Find out more. ⬇️
Donating life insurance to charity: What you need to knowYou can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance. ⬇️
Charitable bunching: A smart way to maximize your giving & tax deductionsCharitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.Explore whether charitable bunching is right for you. ⬇️Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
Relationships are at the heart of every successful financial practice.If you're someone who enjoys making connections, growing your network and helping others reach their goals, those strengths could help you build a meaningful practice of your own.Explore financial advisor opportunities at Thrivent: thriventcareers.com/4dtC5o8
There is a path for you to become a financial advisor (whatever your personality).Different clients prefer different kinds of financial advisors (all who deliver meaningful, purpose-driven financial advice).Discover more about the financial advisor career here: thriventcareers.com/4jhB4Dp
Strong employment and accelerating retail sales point to a resilient consumer heading into the holiday season, even as prices remain elevated. Hear why Thrivent Senior Portfolio Manager Lauri Brunner sees reasons for optimism: https://bit.ly/4eh5DWv
Inflation, higher interest rates and rapid advances in AI are shaping the economy—and could affect your financial reality. Watch Thrivent’s recent Q4 Market & Economic Update for a clear look at what’s happening and why staying focused on your long-term goals matters: https://bit.ly/4eh5DWvReach out if you have questions or want to talk through your strategy.
What could give the economy momentum in 2027—and what could slow it down? Thrivent Chief Financial & Investment Officer David Royal explains why AI investment and strong employment offer reasons for confidence, while higher interest rates could create headwinds. Watch the clip: https://bit.ly/4eh5DWv
Rapid advances in AI and semiconductor chips could reshape markets in the months ahead. Add an unsettled geopolitical landscape, and more surprises may be on the horizon. Learn what Thrivent Chief Investment Strategist Steve Lowe is watching: https://bit.ly/4eh5DWv
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.For additional interest rates and other important information: https://bit.ly/4fIaSQkSee thrivent.com/social for important disclosures.
Are you at full retirement age? Reach out to learn more about taking full Social Security benefits at age 67. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.
If you’re age 55 or older, you may be able to access your 401(k) early. Reach out to learn more about the rule of 55 and how it may impact your retirement planning. See thrivent.com/social for important disclosures.
Is it time to start taking your required minimum distributions? Reach out to learn more about RMDs and how they may impact your retirement goals.See thrivent.com/social for important disclosures.
Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how We can help you reach your retirement goals.See thrivent.com/social for important disclosures.
Great with people? Natural problem-solver? Both can take you far in your career as a financial advisor.Get the autonomy you crave and the unlimited income potential you deserve all while enjoying Thrivent's uniquely purpose-driven culture.Entrepreneurs can learn more here: thriventcareers.com/4A9HCtG#Careers #FinancialAdvisor #CareerGrowth #Thrivent
Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older.See thrivent.com/social for important disclosures.
Can you claim early Social Security benefits? Reach out to learn more about taking Social Security benefits at age 62. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.
You don’t need all the answers before you start your financial planning journey.Sometimes, the first step is simply talking through what matters most.Let's connect, zero in on your goals and start financial planning to help you reach them.See thrivent.com/social for important disclosures.
A financial plan helps you make the most of what you have.It helps you move forward with confidence regardless of your income or net worth. Let's connect if you're ready to build yours.See thrivent.com/social for important disclosures.