Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025.
Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D
Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
What goals do you have for yourself and your business? Together, we can create a personalized financial plan to help you reach those goals.
See thrivent.com/social for important disclosures.
How do taxes on Social Security work?Wondering how and if you will be taxed on your Social Security income? It depends on your income and filing status. Let’s connect and discuss how to be strategic about where you pull your retirement income from. There’s potential you may be able to reduce the amount of taxes you owe on Social Security.
4th Quarter 2024 Market Outlook: Coming out of the turnLearn why Thrivent Asset Management leadership considers the risk of a recession unlikely in the 4th Quarter Market Outlook.
You’ve been working hard to prepare for retirement. Now, let's help make sure you're protected from market and economic uncertainty. Together, we can review your current strategy and make any adjustments to help you stay on track.
See thrivent.com/social for important disclosures.
Thrivent Multi-Year Guarantee Annuity™️Want growth you can count on? Get a locked-in interest rate for the guarantee period you choose – either 3, 5, 7 or 9 years – with Thrivent’s Multi-Year Guarantee Annuity.
For more information, let's connect today.
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Thrivent Multi-Year Guarantee Annuity™️When you're looking for solutions that help offer predictability and security – especially in an uncertain market – your options aren't just limited to CDs, high-yield savings accounts and traditional fixed annuities. Thrivent's Multi-Year Guarantee Annuity is another strong option.
See how much you could earn and view the current rates.
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Happy to share that Thrivent has been named to Fortune magazine’s Fortune 500 List for the 30th consecutive year! Honored to be part of this organization whose financial strength and stability is guided by purpose and good stewardship.
When it comes to taxes and your retirement, a little knowledge can go a long way—and maybe even help you save more of your hard-earned money. Register today for the Savvy Tax Strategies workshop on June 26th at the Taube Museum of Art to learn how to create an efficient retirement tax strategy: Register today to save your spot: https://connect.thrivent.com/kasey-lang/events?&event=86222#contact-form or by calling (701) 720-4033 or emailing kasey.lang@thrivent.com.
No products will be sold.
What is a variable annuity & how does it work?A variable annuity offers several key features: income in retirement, potential tax-deferred investment growth based on market performance, and—depending on the contract—potential to pass money on to your heirs.
Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
#AnnuityAwarenessMonth
The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan.
Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures.
#AnnuityAwarenessMonth
Fact #1: Taxes can be complicated.
Fact #2: No one wants to pay more than their fair share.
Cut through the jargon at our Savvy Tax Strategies workshop at The Taube Museum of Art in Minot on Wednesday, June 26th at 5:30PM to help you create an efficient retirement tax strategy and avoid common—and costly—mistakes regarding your investments, health care and estate.
Register today: https://connect.thrivent.com/kasey-lang/events?&event=86222#contact-form or by calling (701) 720-4033 or emailing kasey.lang@thrivent.com.
Heavy appetizers will be served. Space is limited.
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.
Do you have the right strategies in place to minimize taxes in retirement? Together, we can review your current situation and explore options to help reduce your tax burden.
See thrivent.com/social for important disclosures.
Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.
Bring your retirement into focusWhether retirement is far off or fast approaching, now’s the time to plan. Here’s how you can take charge of the four stages of the retirement journey. 👇
If you’d like to have a discussion about retirement planning, let’s connect.
Not sure what to do with your tax refund? You could spend on something fun or you could put the money toward a financial goal. Here are some ideas to consider.
Working tax efficiency into your financial strategyUnderstanding how your assets are taxed—and making adjustments now—can have a significant impact on your future. Diversification is key to building tax efficiency into your plan. Learn more about each type ⬇️
1. Investment
2. Time
3. Income tax
Thrivent ranked among Barron’s Best Fund FamiliesThrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2023. Learn more about this ranking. 👇
TCJA set to expire: Tax moves to consider if you're nearing or in retirementWhat effect could tax bracket changes have on your retirement income? Explore how to help make your dollars last. 👇
