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Insights

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

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Sequence of returns risk: What it means for your retirement

The market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇

As you set out on your retirement journey, you want to make the most of your money and stay on the road to financial stability. That's why, if you have...

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True giving isn't just about writing a check — it's about strategic generosity. When you align your wealth planning with your passion for impact, you amplify both. ✅ Make a difference ✅ Maximize tax efficiency ✅ Build a legacy that lasts For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. 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 #PhilanthropyDoneRight #ImpactInvesting #SmartGiving #WealthStrategy #LegacyPlanning #GiveWithPurpose

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True giving isn't just about writing a check — it's about strategic generosity. When you align your wealth planning with your passion for impact, you amplify both. ✅ Make a difference ✅ Maximize tax efficiency ✅ Build a legacy that lasts For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. 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 #PhilanthropyDoneRight #ImpactInvesting #SmartGiving #WealthStrategy #LegacyPlanning #GiveWithPurpose

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-Typically higher interest rates -Growth that’s tax-deferred -Flexibility for future income planning Sometimes the best “renewal” is a better opportunity. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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-Typically higher interest rates -Growth that’s tax-deferred -Flexibility for future income planning Sometimes the best “renewal” is a better opportunity. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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We’ll help you: 🔍 Calculate your RMD 🛡️ Minimize tax impact 💸 Explore charitable RMDs (QCDs) Don’t wait — October is a smart time to get ahead of the rush. #RMDReminder #RetirementPlanning #TaxSmartRetirement 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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We’ll help you: 🔍 Calculate your RMD 🛡️ Minimize tax impact 💸 Explore charitable RMDs (QCDs) Don’t wait — October is a smart time to get ahead of the rush. #RMDReminder #RetirementPlanning #TaxSmartRetirement 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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Small moves now can mean big tax savings later. Let’s build your strategy before the December deadlines. 📞 Ready to talk through it? We're here to help. #YearEndPlanning #TaxStrategies #SmartMoneyMoves 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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Small moves now can mean big tax savings later. Let’s build your strategy before the December deadlines. 📞 Ready to talk through it? We're here to help. #YearEndPlanning #TaxStrategies #SmartMoneyMoves 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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Charitable giving isn't just generous — it can also be strategic. October is a great time to: ✔️ Donate appreciated assets to avoid capital gains ✔️ Bundle donations for tax efficiency ✔️ Explore donor-advised funds ✔️ Revisit your will, trust, and beneficiary designations 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Charitable giving isn't just generous — it can also be strategic. October is a great time to: ✔️ Donate appreciated assets to avoid capital gains ✔️ Bundle donations for tax efficiency ✔️ Explore donor-advised funds ✔️ Revisit your will, trust, and beneficiary designations 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Help your money last in retirement

A long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

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Plan ahead — it’s the ultimate dad move. #EstatePlanning #LegacyMatters For additional disclosure, see thrivent.com/social

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Plan ahead — it’s the ultimate dad move. #EstatePlanning #LegacyMatters For additional disclosure, see thrivent.com/social

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Enrollment windows are short — plan ahead to make confident choices. We can guide you through the options. #EmployeeBenefits #OpenEnrollment #FinancialWellness 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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Enrollment windows are short — plan ahead to make confident choices. We can guide you through the options. #EmployeeBenefits #OpenEnrollment #FinancialWellness 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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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.

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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