Take a look at the contributions you’ve made to your retirement savings and HSA accounts this year. If you determine there’s room for you to maximize your contributions, take advantage of the opportunity.
"Today in the town of David a Savior has been born to you; he is the Messiah, the Lord." - Luke 2:11
Merry Christmas! We rejoice in the birth of Jesus, the greatest gift the world ever received.
Now is the time to review your finances and set yourself up for success in 2025. Here are some action items you may want to consider:
• Assess progress on your financial goals and determine if adjustments are needed.
• Ensure your minimum required amount of RMDs are withdrawn from retirement accounts.
• Make additional charitable contributions by year-end to potentially reduce tax liabilities.
• Review and update beneficiary designations on bank and retirement accounts, life insurance policies and annuities.
See thrivent.com/social for important disclosures.
December is Identity Theft & Protection Awareness Month. Take steps today to protect yourself:
✔️ Adjust your privacy settings
✔️ Update all older passwords
✔️ Use secure WiFi connections
✔️ Monitor all transactions
Get ready for the new year with a 2025 Thrivent calendar featuring inspiring photos submitted by Thrivent clients. Order yours today: https://bit.ly/4eBsNVe
As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.
