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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 📲(774) 202-2240 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 📲(774) 202-2240 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.
Great way to help support the Westport Booster Club! ✨ For disclosure information, see thrivent.com/social
Great way to help support the Westport Booster Club! ✨ For disclosure information, see thrivent.com/social
Make time to meet with us to prepare for your future. 📱(774) 202-2240 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.
Make time to meet with us to prepare for your future. 📱(774) 202-2240 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.
These portfolios, built by Thrivent Asset Management, LLC are designed for investors looking to align their finances with how they live and what they believe by seeking to avoid investments in companies that may conflict with their values. They are fully diversified and are focused on asset accumulation. They are designed for a range of risk tolerances, to help you continue meeting your financial goals as they evolve over time. 📲(774) 202-2240 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. While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.
These portfolios, built by Thrivent Asset Management, LLC are designed for investors looking to align their finances with how they live and what they believe by seeking to avoid investments in companies that may conflict with their values. They are fully diversified and are focused on asset accumulation. They are designed for a range of risk tolerances, to help you continue meeting your financial goals as they evolve over time. 📲(774) 202-2240 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. While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.
Stay informed about updates that could affect your tax return by following our page and scheduling an appointment for expert insights and advice. 📲774-202-2240 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.
Stay informed about updates that could affect your tax return by following our page and scheduling an appointment for expert insights and advice. 📲774-202-2240 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.
We are committed to helping you plan for your future—and the future of those that you care most about. Better prepare yourself for the “what-ifs” in life by joining us as we address: • Essential estate preservation documents you should have. • What is the purpose of a will? • Estate taxes and annual gifting limits. • What is the probate process? • Advantages of naming beneficiaries on your accounts. • The SECURE Act 2.0 and how it impacts your family. • Concerns about how to protect your assets. • Long-term care: Costs and options. • Effects of income taxation upon death. This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend. Register using the following link: bit.ly/estpres115 No products will be sold. See thrivent.com/social for additional disclosures. Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states.
We are committed to helping you plan for your future—and the future of those that you care most about. Better prepare yourself for the “what-ifs” in life by joining us as we address: • Essential estate preservation documents you should have. • What is the purpose of a will? • Estate taxes and annual gifting limits. • What is the probate process? • Advantages of naming beneficiaries on your accounts. • The SECURE Act 2.0 and how it impacts your family. • Concerns about how to protect your assets. • Long-term care: Costs and options. • Effects of income taxation upon death. This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend. Register using the following link: bit.ly/estpres115 No products will be sold. See thrivent.com/social for additional disclosures. Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states.
How will you be using your next Action Team? #makeadifference https://bit.ly/3R7qD7n For disclosure information, see thrivent.com/social
How will you be using your next Action Team? #makeadifference https://bit.ly/3R7qD7n For disclosure information, see thrivent.com/social
Check out the impact our clients and team made in our community in 2023👉 https://connect.thrivent.com/jon-skov/about For disclosure information, see thrivent.com/social
Check out the impact our clients and team made in our community in 2023👉 https://connect.thrivent.com/jon-skov/about For disclosure information, see thrivent.com/social
Together, we can assess your tax strategy and determine the most efficient way to pass down all you can. 📲(774) 202-2240 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.
Together, we can assess your tax strategy and determine the most efficient way to pass down all you can. 📲(774) 202-2240 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.
Let's schedule time to determine if permanent life insurance is a fit for you. 📲(774) 202-2240 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.
Let's schedule time to determine if permanent life insurance is a fit for you. 📲(774) 202-2240 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.