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Insights

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

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💬 Ready to explore your options? Now's the time! #RothConversion #TaxStrategy #FinancialPlanning #IRAConversion 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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💬 Ready to explore your options? Now's the time! #RothConversion #TaxStrategy #FinancialPlanning #IRAConversion 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 amazing what a motivated group of volunteers can accomplish when they have the tools and resources they need. With Thrivent Action Teams, you can make a meaningful impact in your community.‎‎‎ https://www.thrivent.com/about-us/membership/thrivent-action-teams See thrivent.com/social for important disclosures.

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It’s amazing what a motivated group of volunteers can accomplish when they have the tools and resources they need. With Thrivent Action Teams, you can make a meaningful impact in your community.‎‎‎ https://www.thrivent.com/about-us/membership/thrivent-action-teams See thrivent.com/social for important disclosures.

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Name the movie that inspired our costume? 🎬 For disclosure information, see thrivent.com/social.

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Name the movie that inspired our costume? 🎬 For disclosure information, see thrivent.com/social.

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Do you agree? #ThursdayThoughts

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Do you agree? #ThursdayThoughts

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Just a few "tricks & treats" for the season 💡 For disclosure information, see thrivent.com/social.

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Just a few "tricks & treats" for the season 💡 For disclosure information, see thrivent.com/social.

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➡️ Preparation gives you freedom later. The earlier you plan, the more choices you’ll have when it matters most. #RetirementPlanning #FinancialFreedom #PlanAhead #FutureReady For additional disclosure, 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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➡️ Preparation gives you freedom later. The earlier you plan, the more choices you’ll have when it matters most. #RetirementPlanning #FinancialFreedom #PlanAhead #FutureReady For additional disclosure, 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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Whether it’s a donor-advised fund (DAF) or a qualified charitable distribution (QCD) from your IRA, there are ways to give generously and strategically. ✨ In 2025, QCDs allow up to $108,000 in tax-free IRA donations if you're 70½ or older. ✨ A DAF offers long-term growth for future charitable grants. Don’t miss the Dec. 31 deadline to qualify for 2025 tax benefits. #CharitableGiving #DAF #QCD #TaxSmartGiving #GiveBack #YearEndPlanning 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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Whether it’s a donor-advised fund (DAF) or a qualified charitable distribution (QCD) from your IRA, there are ways to give generously and strategically. ✨ In 2025, QCDs allow up to $108,000 in tax-free IRA donations if you're 70½ or older. ✨ A DAF offers long-term growth for future charitable grants. Don’t miss the Dec. 31 deadline to qualify for 2025 tax benefits. #CharitableGiving #DAF #QCD #TaxSmartGiving #GiveBack #YearEndPlanning 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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Do you agree? 🤍

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Do you agree? 🤍

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➡️ Small, consistent contributions today can grow into something remarkable tomorrow. #CompoundInterest #StartEarly #FinancialGrowth #MoneyTips For disclosure information, see thrivent.com/social.

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➡️ Small, consistent contributions today can grow into something remarkable tomorrow. #CompoundInterest #StartEarly #FinancialGrowth #MoneyTips For disclosure information, see thrivent.com/social.

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Planning ahead can preserve dignity and reduce stress. 💙 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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Planning ahead can preserve dignity and reduce stress. 💙 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 advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and 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

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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