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

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✝️ He is risen. Today we celebrate hope, renewal, and the gift of new life. Wishing you and your loved ones a joyful and peaceful Easter. May this day be filled with reflection, gratitude, and grace. #EasterSunday #HeIsRisen #FaithAndFinance #Gratitude #PilotWealthAdvisors See Thrivent.com/social for disclosures.

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✝️ He is risen. Today we celebrate hope, renewal, and the gift of new life. Wishing you and your loved ones a joyful and peaceful Easter. May this day be filled with reflection, gratitude, and grace. #EasterSunday #HeIsRisen #FaithAndFinance #Gratitude #PilotWealthAdvisors See Thrivent.com/social for disclosures.

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💡 Should you consider a Roth conversion in 2025? A Roth conversion means moving money from a pre-tax retirement account (like a traditional IRA) into a Roth IRA—paying taxes now so future growth and withdrawals can be tax-free, provided you meet certain conditions (5-year rule). This strategy isn’t right for everyone—but it can be powerful if you’re: 🔹 In a low-income year 🔹 Early retired 🔹 Not yet subject to RMDs 🔹 In a similar or lower tax bracket long-term due to proper planning 🔹 Looking to reduce future taxable income or leave tax-free assets to heirs 📈 The best time to evaluate it? Well before year-end—when you still have time to act. 📅 Let’s map out whether a Roth conversion fits your 2025 strategy. #TaxStrategy #RothConversion #RetirementPlanning #WealthBuilding #TaxPlanning #PilotWealthAdvisors See thrivent.com/social for disclosures.

💡 Should you consider a Roth conversion in 2025? A Roth conversion means moving money from a pre-tax retirement account (like a traditional IRA) into a Roth IRA—paying taxes now so future growth and withdrawals can be tax-free, provided you meet certain conditions (5-year rule). This strategy isn’t right for everyone—but it can be powerful if you’re: 🔹 In a low-income year 🔹 Early retired 🔹 Not yet subject to RMDs 🔹 In a similar or lower tax bracket long-term due to proper planning 🔹 Looking to reduce future taxable income or leave tax-free assets to heirs 📈 The best time to evaluate it? Well before year-end—when you still have time to act. 📅 Let’s map out whether a Roth conversion fits your 2025 strategy. #TaxStrategy #RothConversion #RetirementPlanning #WealthBuilding #TaxPlanning #PilotWealthAdvisors See thrivent.com/social for disclosures.

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Is early retirement right for you?

Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️

For a growing number of Americans, the idea of working until their mid-60s or later and then kicking back in their remaining years simply isn’t appealing. They...

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Enjoy retirement income without the guesswork

You've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.

You’ve spent years building your retirement nest egg—now it’s time to make it work for you....

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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How to invest for retirement: Account types & strategic moves

Investing for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.

Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax...

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Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.

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Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.

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Retirement savings by age: How much should you have?

Planning for retirement can seem like a long and complex journey. Knowing how much to save is a foundational piece of achieving your retirement goals—check out these planning milestones based on your age.

This series breaks down retirement savings by age, covering detailed guidelines on the best financial moves to make at every time of your life.

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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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Today we recognize the life and leadership of Dr. Martin Luther King Jr. What acts of service can you do in your community to honor his legacy?

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Today we recognize the life and leadership of Dr. Martin Luther King Jr. What acts of service can you do in your community to honor his legacy?

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

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