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Events

IPAs and IRAs

514 E Main Street
Hoya Hop House Brewing - Back Room

Five Phases of an IRA

Hosted by Tim Lukasik 


Discover how the 5 phases of an IRA relate to your retirement—and learn strategies for reducing the taxes you and your heirs could pay.

Disclosures

Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.


See thrivent.com/social for important disclosures.


No products will be sold. 


Contributing tax-deferred dollars in Individual Retirement Accounts (IRAs) is a big incentive for investors. But income taxes will come due once they start using the money.


 


The workshop suggests potential strategies for reducing the taxes attendees and their heirs could pay and suggests further conversations with a financial advisor.

Two Doors Workshop

900 W Main Street - Waupun, WI
Pizza Ranch

Two Doors of Retirement workshop


You can either outlive your money or your money can outlive you. Let’s pick the ideal door for you.


Where are your assets? What is your top risk in retirement? How can you create guaranteed income? Thrivent invites you to a conversation about creating retirement income that you can't outlive.



During our workshop, you will:


• Review where your assets will be during retirement.


• Discover top risks that worry retirees today.


• Learn how you can help create a guaranteed source of income that you can’t outlive.





No products will be sold.


Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.


Guarantees based on the financial strength and claims paying ability of Thrivent.

IPAs and IRAs

IPAs and IRAs

514 E Main Street
Hoya Hop House Brewing - Back Room

form

95136

Register

Five Phases of an IRA

Hosted by Tim Lukasik 


Discover how the 5 phases of an IRA relate to your retirement—and learn strategies for reducing the taxes you and your heirs could pay.

Disclosures

Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.


See thrivent.com/social for important disclosures.


No products will be sold. 


Contributing tax-deferred dollars in Individual Retirement Accounts (IRAs) is a big incentive for investors. But income taxes will come due once they start using the money.


 


The workshop suggests potential strategies for reducing the taxes attendees and their heirs could pay and suggests further conversations with a financial advisor.

Two Doors Workshop

Two Doors Workshop

900 W Main Street - Waupun, WI
Pizza Ranch

form

94913

Register

Two Doors of Retirement workshop


You can either outlive your money or your money can outlive you. Let’s pick the ideal door for you.


Where are your assets? What is your top risk in retirement? How can you create guaranteed income? Thrivent invites you to a conversation about creating retirement income that you can't outlive.



During our workshop, you will:


• Review where your assets will be during retirement.


• Discover top risks that worry retirees today.


• Learn how you can help create a guaranteed source of income that you can’t outlive.





No products will be sold.


Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.


Guarantees based on the financial strength and claims paying ability of Thrivent.

No products will be sold.

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.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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