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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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A retirement plan for business owners

Simplified Employee Pension plans help give business owners (and those who are self-employed) the opportunity to offer a retirement plan package.

Simplified Employee Pension plans help give business owners (and those who are self-employed) the opportunity to offer a retirement plan package.

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Make the most of your required minimum distributions

Make the most of your required minimum distributions

It’s important at any age to know the exceptions, tax implications and strategies for maximizing your required minimum distributions from certain retirement...

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IRA contribution limits for 2025 & 2026

IRA contribution limits for 2025 & 2026

To get the most out of your IRA, review the 2025 and 2026 rules and contribution limits.

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What You Need to Know About Capital Gains Distributions

What You Need to Know About Capital Gains Distributions If you own mutual funds in a taxable account, you may find yourself with a tax bill despite not having sold a single share. See thrivent.com/social for important disclosures.

If you own mutual funds in a taxable account, you may find yourself with a tax bill despite not having sold a single share.

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A Checklist for Retirees to Finish This Year

Tie a portfolio review, tax planning, and charitable giving into a one-stop annual portfolio review. See thrivent.com/social for important disclosures.

Tie a portfolio review, tax planning, and charitable giving into a one-stop annual portfolio review....

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Steps to start planning for retirement now

To start planning for the retirement you want or will be able to afford, you’ll need an idea of your current costs, what they’ll be in the future, and how much income to expect from your investments. From there you can adjust as needed.

Use these tips to start planning for the retirement you want, or can afford....

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November 2025 Market Update: Less data, lower rates, strong stocks

Recent U.S. Federal Reserve actions, stock market gains and bond yield movements could impact investor strategies.

Recent U.S. Federal Reserve actions, stock market gains and bond yield movements could impact investor strategies.

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Game time! Are you ready to kick off your investing plan?

The autumn air is crisp, and the sun is bright–football season is well underway. As you cheer on your favorite team this year, you may notice similarities between your team’s game plan and your own investment plan.

Take a page from your favorite team’s playbook when developing your investing strategy.

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New job? Here’s what to do with your 401(k)

Starting a new job is a major life change—and a good time to reassess your financial life. It may also be an ideal time to ramp up your investment plan to build wealth for the future.

A new job provides new opportunities for retirement benefits, but don’t forget about any benefits from your previous employer.

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Stock market often ends higher even in volatile years

Stock market often ends higher even in volatile years

Stock market returns are likely to turn negative at some point in any given year, but history shows they often bounce back into positive territory.

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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