The following topics will be discussed during this complimentary

educational webinar:

Managing your retirement income

• Building steady income from pensions, IRAs, 401(k)s and more

• Understanding and maximizing Social Security benefits

• The importance of guaranteed income products

• Planning for longevity—what if you live longer than expected?

• The impact of market ups and downs on your income

Estate planning essentials

• Key legal documents everyone should consider

• Understanding probate and how it works

• The importance of keeping beneficiary designations up-to-date

• Which assets may be subject to taxes, no matter the size of your estate

• Charitable giving strategies and opportunities

Retirement assets and accounts

• Investment options for building your IRA portfolio

• Navigating RMD rules and requirements

• Understanding Qualified charitable distributions (QCDs)

• SECURE Act 2.0: What you need to know

• How IRA distributions and inheritance are taxed

• Inherited IRAs: rules and tax implications

Tax-efficient investing

• How fixed and variable annuities fit into a retirement plan

• Alternatives to traditional CDs

• Positioning investments for interest rate changes

• What does recent tax legislation mean for retirees?

• Understanding tax-deferred investment options

No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney

or tax professional.