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To be eligible for these qualifying distributions, you must meet a five-year holding period requirement. In addition, one of the following must apply: ✔️You have reached age 59½ by the time of the withdrawal ✔️The withdrawal is made because of disability ✔️The withdrawal is made to pay first-time home-buyer expenses ($10,000 lifetime limit) ✔️The withdrawal is made by your beneficiary or estate after your death 📲(805) 375-3258 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. 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.
To be eligible for these qualifying distributions, you must meet a five-year holding period requirement. In addition, one of the following must apply: ✔️You have reached age 59½ by the time of the withdrawal ✔️The withdrawal is made because of disability ✔️The withdrawal is made to pay first-time home-buyer expenses ($10,000 lifetime limit) ✔️The withdrawal is made by your beneficiary or estate after your death 📲(805) 375-3258 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. 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.
With proper planning, you can build your retirement savings and help your kids achieve their goal of going to college. At our workshop, Saving Secrets for Retirement and College, you’ll learn smart strategies to plan for both. • Help ensure your retirement savings are on track. • Gain six tips for college savings. • Three secrets for saving for retirement and college. Reserve your spots today! https://www.eventbrite.com/e/saving-secrets-for-retirement-and-college-tickets-881076773347 Please call 805-428-8789 with any questions. ***Dinner will be served from 6PM to 7PM. No products will be sold. For disclosure information, see thrivent.com/social
With proper planning, you can build your retirement savings and help your kids achieve their goal of going to college. At our workshop, Saving Secrets for Retirement and College, you’ll learn smart strategies to plan for both. • Help ensure your retirement savings are on track. • Gain six tips for college savings. • Three secrets for saving for retirement and college. Reserve your spots today! https://www.eventbrite.com/e/saving-secrets-for-retirement-and-college-tickets-881076773347 Please call 805-428-8789 with any questions. ***Dinner will be served from 6PM to 7PM. No products will be sold. For disclosure information, see thrivent.com/social
Don't put off talking about potential tax adjustments. 📱(805) 375-3258 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Don't put off talking about potential tax adjustments. 📱(805) 375-3258 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
#Generational wealth is about so much more than money. https://bit.ly/3PRUlfg For disclosure information, see thrivent.com/social #wealth #legacy #prepare
#Generational wealth is about so much more than money. https://bit.ly/3PRUlfg For disclosure information, see thrivent.com/social #wealth #legacy #prepare
Looking at all the pages of your package can be a confusing tasks. Together, we can look through them in detail. 📱(805) 375-3258 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.
Looking at all the pages of your package can be a confusing tasks. Together, we can look through them in detail. 📱(805) 375-3258 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.
Connect with me to build a strategy based on your goals and values. 📲(805) 375-3258 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Connect with me to build a strategy based on your goals and values. 📲(805) 375-3258 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Together, we'll review and measure the effectiveness of your existing financial #strategies. 📲(805) 375-3258 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Together, we'll review and measure the effectiveness of your existing financial #strategies. 📲(805) 375-3258 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Distribution strategy is an important part of your overall plan. Time to connect. 📲(805) 375-3258 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Distribution strategy is an important part of your overall plan. Time to connect. 📲(805) 375-3258 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
The connection between bankruptcy & disability: What you should know⬇️⬇️ https://bit.ly/49VaI2x For disclosure information, see thrivent.com/social.
The connection between bankruptcy & disability: What you should know⬇️⬇️ https://bit.ly/49VaI2x For disclosure information, see thrivent.com/social.
I want to be sure people understand this. When you hear tax changes will “only affect people who make over $400k a year”! That means “anyone who makes over $400k in any given year”! Think about that. There could very easily be a year where you inherit or earn an unusual amount of income. Sell a farm, transition an estate, sell a second home, someone dies, sell family land or assets, sell a business? Instantly XXX % gone to tax. In many cases 40+ %. Be smart. Learn your options. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. For disclosure information, see thrivent.com/social
I want to be sure people understand this. When you hear tax changes will “only affect people who make over $400k a year”! That means “anyone who makes over $400k in any given year”! Think about that. There could very easily be a year where you inherit or earn an unusual amount of income. Sell a farm, transition an estate, sell a second home, someone dies, sell family land or assets, sell a business? Instantly XXX % gone to tax. In many cases 40+ %. Be smart. Learn your options. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. For disclosure information, see thrivent.com/social