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

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Whether retirement is far off or fast approaching, there are steps you can take to accelerate your savings. Meet with our team to learn more! 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 retirement is far off or fast approaching, there are steps you can take to accelerate your savings. Meet with our team to learn more! 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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Retirement might seem far away, but the earlier you start planning, the more confident you will be headed into the future. Here’s why: 1️⃣ Time = Growth ⏳ The power of compound interest means the earlier you start saving, the more your money can grow. Even small contributions now can lead to significant wealth later! 2️⃣ Flexibility & Freedom 🎯 Early planning gives you more choices—whether it’s retiring early, traveling, or pursuing passion projects. You won’t be stuck working longer than you want to. 3️⃣ Confidence 😌 Planning ahead helps you navigate unexpected expenses and ensures you can maintain your desired lifestyle. It’s never too early (or too late) to take control of your retirement! #RetirementPlanning #WealthBuilding #FinancialFreedom See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Retirement might seem far away, but the earlier you start planning, the more confident you will be headed into the future. Here’s why: 1️⃣ Time = Growth ⏳ The power of compound interest means the earlier you start saving, the more your money can grow. Even small contributions now can lead to significant wealth later! 2️⃣ Flexibility & Freedom 🎯 Early planning gives you more choices—whether it’s retiring early, traveling, or pursuing passion projects. You won’t be stuck working longer than you want to. 3️⃣ Confidence 😌 Planning ahead helps you navigate unexpected expenses and ensures you can maintain your desired lifestyle. It’s never too early (or too late) to take control of your retirement! #RetirementPlanning #WealthBuilding #FinancialFreedom See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Together we can review your priorities, goals and values. For disclosure information, see thrivent.com/social

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Together we can review your priorities, goals and values. For disclosure information, see thrivent.com/social

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Someone stole my hat last Thursday when I returned from BDC…❤️ For disclosure information, see thrivent.com/social. #girldad

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Someone stole my hat last Thursday when I returned from BDC…❤️ For disclosure information, see thrivent.com/social. #girldad

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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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How does the Social Security Fairness Act affect you? Any retiree who has faced benefit reductions is encouraged to reach out to our office for a plan review. With individuals receiving raises, it's important to intentionally allocate this new income. 📱(540) 680-2690 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. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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How does the Social Security Fairness Act affect you? Any retiree who has faced benefit reductions is encouraged to reach out to our office for a plan review. With individuals receiving raises, it's important to intentionally allocate this new income. 📱(540) 680-2690 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. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

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--Working in retirement: Part-time work, regular consulting, or a full second career could all provide you with valuable income. --Your home: If you have built up substantial home equity, you may be able to tap it as a source of retirement income. You could sell your home, then downsize or buy in a lower-cost region, investing that freed-up cash to produce income or to be used as needed. --Permanent life insurance: Although not the primary function of life insurance, an existing permanent life insurance policy that has cash value can sometimes be a potential source of retirement income. 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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--Working in retirement: Part-time work, regular consulting, or a full second career could all provide you with valuable income. --Your home: If you have built up substantial home equity, you may be able to tap it as a source of retirement income. You could sell your home, then downsize or buy in a lower-cost region, investing that freed-up cash to produce income or to be used as needed. --Permanent life insurance: Although not the primary function of life insurance, an existing permanent life insurance policy that has cash value can sometimes be a potential source of retirement income. 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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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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By grasping taxable accounts, you'll effectively build a diverse strategy to meet your financial goals. 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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By grasping taxable accounts, you'll effectively build a diverse strategy to meet your financial goals. 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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Here are some roles to consider as examples: Teacher Mentor Consultant Transforming a hobby into a side gig Non-profit leadership Seasonal work Returning to education Organizing travel groups An Encore Career can take the form of either a paid position or a volunteer opportunity, but it should always be enjoyable! For disclosure information, see thrivent.com/social

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Here are some roles to consider as examples: Teacher Mentor Consultant Transforming a hobby into a side gig Non-profit leadership Seasonal work Returning to education Organizing travel groups An Encore Career can take the form of either a paid position or a volunteer opportunity, but it should always be enjoyable! 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.

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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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