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Home for the Holidays: a virtual Christmas concert featuring Steven Curtis Chapman Join the Thrivent Member Network for Home for the Holidays, a virtual Christmas concert featuring five-time Grammy®️ Award-winning artist, Steven Curtis Chapman. Take some time to treat yourself to the sounds of this joyous season. Grab your friends and family and sing along to your favorite Christmas classics. This on-demand concert is available for two weeks only – December 10-25. Get your virtual ticket today at https://bit.ly/ThriventsHomeForTheHolidays No products will be sold. Artist is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
Home for the Holidays: a virtual Christmas concert featuring Steven Curtis Chapman Join the Thrivent Member Network for Home for the Holidays, a virtual Christmas concert featuring five-time Grammy®️ Award-winning artist, Steven Curtis Chapman. Take some time to treat yourself to the sounds of this joyous season. Grab your friends and family and sing along to your favorite Christmas classics. This on-demand concert is available for two weeks only – December 10-25. Get your virtual ticket today at https://bit.ly/ThriventsHomeForTheHolidays No products will be sold. Artist is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures.
Looking for ways to give the gift of generosity this holiday season? 🎁 Here are some ideas to get you started.
Looking for ways to give the gift of generosity this holiday season? 🎁 Here are some ideas to get you started.
🚫 Why It’s Not Usually the Best Idea to Leave an Old 401(k) Open 🚫 Switching jobs? It's easy to forget about that old 401(k), but leaving it behind might not be the best move. Here’s why: Fees and Expenses: Old 401(k) plans can come with high fees that eat away at your savings. Without regular oversight, these costs can go unnoticed and unchecked. Limited Investment Options: Sticking with your old plan means you’re limited to the investment choices it offers. Rolling over your 401(k) can provide you with more diverse and potentially better-performing options. Difficult to Manage: Juggling multiple retirement accounts can be confusing and cumbersome. Consolidating your accounts simplifies management and helps you stay on top of your retirement strategy. Lost Benefits: Some plans offer perks or benefits that might not apply once you leave your employer. Ensuring your funds are in an active, up-to-date plan can maximize the benefits available to you. Risk of Neglect: Out of sight, out of mind. It's easy to forget about an old 401(k), and that neglect can lead to missed opportunities for growth or adjustments in your investment strategy. So, what should you do? Rolling over your old 401(k) into a new employer’s plan or an IRA can give you better control, more investment options, and potentially lower fees. Additionally, while not a great option for many people, you can also cash it out. Need help with your 401(k) rollover? Book a meeting with me today and let’s ensure your retirement savings are working hard for you. 📅 Click the link to schedule a meeting: https://bit.ly/4eD8E1T There may be benefits to leaving your account in your employer plan, if allowed. You will continue to benefit from tax deferral, there may be investment options unique to your plan, fees and expenses may be lower, plan assets have unlimited protection from creditors under Federal law, there is a possibility for loans, and distributions are penalty free if you terminate service at age 55+. Consult your tax professional prior to requesting a rollover from your employer plan. Source: TIMI disclosure guide: Retirement Plan Rollovers (144) Disclosure Text: There may be benefits to leaving your account in your employer plan, if allowed. You will continue to benefit from tax deferral, there may be investment options unique to your plan, fees and expenses may be lower, plan assets have unlimited protection from creditors under Federal law, there is a possibility for loans, and distributions are penalty free if you terminate service at age 55+. Consult your tax professional prior to requesting a rollover from your employer plan. Audience: Public When to Use: When discussing rollovers from an employer sponsored plan Visit Thrivent.com/social for important disclosures
🚫 Why It’s Not Usually the Best Idea to Leave an Old 401(k) Open 🚫 Switching jobs? It's easy to forget about that old 401(k), but leaving it behind might not be the best move. Here’s why: Fees and Expenses: Old 401(k) plans can come with high fees that eat away at your savings. Without regular oversight, these costs can go unnoticed and unchecked. Limited Investment Options: Sticking with your old plan means you’re limited to the investment choices it offers. Rolling over your 401(k) can provide you with more diverse and potentially better-performing options. Difficult to Manage: Juggling multiple retirement accounts can be confusing and cumbersome. Consolidating your accounts simplifies management and helps you stay on top of your retirement strategy. Lost Benefits: Some plans offer perks or benefits that might not apply once you leave your employer. Ensuring your funds are in an active, up-to-date plan can maximize the benefits available to you. Risk of Neglect: Out of sight, out of mind. It's easy to forget about an old 401(k), and that neglect can lead to missed opportunities for growth or adjustments in your investment strategy. So, what should you do? Rolling over your old 401(k) into a new employer’s plan or an IRA can give you better control, more investment options, and potentially lower fees. Additionally, while not a great option for many people, you can also cash it out. Need help with your 401(k) rollover? Book a meeting with me today and let’s ensure your retirement savings are working hard for you. 📅 Click the link to schedule a meeting: https://bit.ly/4eD8E1T There may be benefits to leaving your account in your employer plan, if allowed. You will continue to benefit from tax deferral, there may be investment options unique to your plan, fees and expenses may be lower, plan assets have unlimited protection from creditors under Federal law, there is a possibility for loans, and distributions are penalty free if you terminate service at age 55+. Consult your tax professional prior to requesting a rollover from your employer plan. Source: TIMI disclosure guide: Retirement Plan Rollovers (144) Disclosure Text: There may be benefits to leaving your account in your employer plan, if allowed. You will continue to benefit from tax deferral, there may be investment options unique to your plan, fees and expenses may be lower, plan assets have unlimited protection from creditors under Federal law, there is a possibility for loans, and distributions are penalty free if you terminate service at age 55+. Consult your tax professional prior to requesting a rollover from your employer plan. Audience: Public When to Use: When discussing rollovers from an employer sponsored plan Visit Thrivent.com/social for important disclosures
Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.
Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.
We want to extend our heartfelt thanks to everyone who joined us for our Open House at our new Raleigh office! We loved sharing this special day with you. I am so excited to have this new office space available for my clients along with my existing office in Smithfield. Are you ready to find a financial plan that's right for you? Book a meeting with me today! https://connect.thrivent.com/kimberly-loftin See thrivent.com/social for important disclosures.
We want to extend our heartfelt thanks to everyone who joined us for our Open House at our new Raleigh office! We loved sharing this special day with you. I am so excited to have this new office space available for my clients along with my existing office in Smithfield. Are you ready to find a financial plan that's right for you? Book a meeting with me today! https://connect.thrivent.com/kimberly-loftin See thrivent.com/social for important disclosures.
Planning for long-term care allows you to decide how you want to receive care later on in life. If something unexpected were to happen, having a plan can help provide resources to your loved ones for the care you need. Together, let’s make sure your future health care needs and associated costs are addressed.
Planning for long-term care allows you to decide how you want to receive care later on in life. If something unexpected were to happen, having a plan can help provide resources to your loved ones for the care you need. Together, let’s make sure your future health care needs and associated costs are addressed.
You’ve built a life that’s worth protecting. Feel more secure in your future by exploring Thrivent’s life insurance solutions: https://bit.ly/4dIz2GX Let’s connect once you’re ready to take the next step.
You’ve built a life that’s worth protecting. Feel more secure in your future by exploring Thrivent’s life insurance solutions: https://bit.ly/4dIz2GX Let’s connect once you’re ready to take the next step.
Hurricane Helene caused widespread destruction in multiple states and your support can provide hope to the individuals and communities most impacted. For every $2 you donate through Thrivent’s online giving platform, Thrivent will add $1 and pays all the processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/3ZL630O.
Hurricane Helene caused widespread destruction in multiple states and your support can provide hope to the individuals and communities most impacted. For every $2 you donate through Thrivent’s online giving platform, Thrivent will add $1 and pays all the processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/3ZL630O.