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Events

Five Phases of an IRA

@Turf Valley Resort, Ellicott City, Maryland

There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. 


Join us for our workshop on the Five Phases of an IRA to discover: • How the 5 phases of an IRA relate to stages of your retirement. • How time can have a great impact on tax-deferred retirement accounts. • Strategies for reducing the taxes you and your heirs could pay.


Lunch will be served. RSVP by April 17. Your menu selections will be requested when you RSVP.


Seating is limited. Reserve your spot today.



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.

See thrivent.com/social for important disclosures.

27764-13M N1-24

Five Phases of an IRA

@Turf Valley Resort, Ellicott City, Maryland

There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. 


Join us for our workshop on the Five Phases of an IRA to discover: • How the 5 phases of an IRA relate to stages of your retirement. • How time can have a great impact on tax-deferred retirement accounts. • Strategies for reducing the taxes you and your heirs could pay.


Dinner will be served. RSVP by April 17. Your menu selections will be requested when you RSVP.


Seating is limited. Reserve your spot today.



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.

See thrivent.com/social for important disclosures.

27764-13M N1-24

Savvy Tax Strategies

Online Workshop

Savvy Tax Strategies

Tuesday, June 23 at 1:00 p.m.

Tuesday, June 23 at 7:30 p.m.


 

Fact #1: Taxes can be complicated. 

Fact #2: No one wants to pay more than their fair share.


 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.


 Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. Explore how to help dodge the Social Security “tax trap” and learn more about the recently passed SECURE Act. You’ll also learn how to avoid common - and costly mistakes with your investments, health care and estate.


 Registration Link: https://thrivent.zoom.us/webinar/register/4617697828577/WN_UoufOuwGRxOksjw-mhCQ6g 



No products will be sold. See thrivent.com/social for additional disclosures.

Savvy Tax Strategies

Online Workshop

Savvy Tax Strategies

Tuesday, June 23 at 1:00 p.m.

Tuesday, June 23 at 7:30 p.m.


Fact #1: Taxes can be complicated. 

Fact #2: No one wants to pay more than their fair share.


 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.


 Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. Explore how to help dodge the Social Security “tax trap” and learn more about the recently passed SECURE Act. You’ll also learn how to avoid common - and costly mistakes with your investments, health care and estate.


 Registration Link: https://thrivent.zoom.us/webinar/register/4617697828577/WN_UoufOuwGRxOksjw-mhCQ6g 



No products will be sold. See thrivent.com/social for additional disclosures.

Savvy Social Security

Online Workshop

Savvy Social Security

Tuesday, June 30 at 1:00 p.m.

Tuesday, June 30 at 7:30 p.m.


 When should I file for Social Security benefits? Will I pay taxes on my Social Security benefits? If I file and continue to work, how will my benefits be affected? When it comes to Social Security and your retirement, a little knowledge can go a long way.


 Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits.


Registration Link: https://thrivent.zoom.us/webinar/register/3017697910525/WN_DirOPZl-Tu25-pzC_4NMDA 


 


No products will be sold. See thrivent.com/social for additional disclosures.

Savvy Social Security

Online Workshop

Savvy Social Security

Tuesday, June 30 at 1:00 p.m.

Tuesday, June 30 at 7:30 p.m.


 When should I file for Social Security benefits? Will I pay taxes on my Social Security benefits? If I file and continue to work, how will my benefits be affected? When it comes to Social Security and your retirement, a little knowledge can go a long way.


 Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits.


Registration Link: https://thrivent.zoom.us/webinar/register/3017697910525/WN_DirOPZl-Tu25-pzC_4NMDA 


 


No products will be sold. See thrivent.com/social for additional disclosures.

Five Phases of an IRA

Five Phases of an IRA

@Turf Valley Resort, Ellicott City, Maryland

email

104068

Register

There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. 


Join us for our workshop on the Five Phases of an IRA to discover: • How the 5 phases of an IRA relate to stages of your retirement. • How time can have a great impact on tax-deferred retirement accounts. • Strategies for reducing the taxes you and your heirs could pay.


Lunch will be served. RSVP by April 17. Your menu selections will be requested when you RSVP.


Seating is limited. Reserve your spot today.



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.

See thrivent.com/social for important disclosures.

27764-13M N1-24

Five Phases of an IRA

Five Phases of an IRA

@Turf Valley Resort, Ellicott City, Maryland

email

104067

Register

There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning. 


Join us for our workshop on the Five Phases of an IRA to discover: • How the 5 phases of an IRA relate to stages of your retirement. • How time can have a great impact on tax-deferred retirement accounts. • Strategies for reducing the taxes you and your heirs could pay.


Dinner will be served. RSVP by April 17. Your menu selections will be requested when you RSVP.


Seating is limited. Reserve your spot today.



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.

See thrivent.com/social for important disclosures.

27764-13M N1-24

Savvy Tax Strategies

Savvy Tax Strategies

Online Workshop

link

104197

Register

Savvy Tax Strategies

Tuesday, June 23 at 1:00 p.m.

Tuesday, June 23 at 7:30 p.m.


 

Fact #1: Taxes can be complicated. 

Fact #2: No one wants to pay more than their fair share.


 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.


 Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. Explore how to help dodge the Social Security “tax trap” and learn more about the recently passed SECURE Act. You’ll also learn how to avoid common - and costly mistakes with your investments, health care and estate.


 Registration Link: https://thrivent.zoom.us/webinar/register/4617697828577/WN_UoufOuwGRxOksjw-mhCQ6g 



No products will be sold. See thrivent.com/social for additional disclosures.

Savvy Tax Strategies

Savvy Tax Strategies

Online Workshop

link

104209

Register

Savvy Tax Strategies

Tuesday, June 23 at 1:00 p.m.

Tuesday, June 23 at 7:30 p.m.


Fact #1: Taxes can be complicated. 

Fact #2: No one wants to pay more than their fair share.


 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.


 Join us for this virtual workshop, Savvy Tax Strategies. During this workshop, we will cut through the jargon and complexity to help you understand how to create an efficient retirement tax strategy. Explore how to help dodge the Social Security “tax trap” and learn more about the recently passed SECURE Act. You’ll also learn how to avoid common - and costly mistakes with your investments, health care and estate.


 Registration Link: https://thrivent.zoom.us/webinar/register/4617697828577/WN_UoufOuwGRxOksjw-mhCQ6g 



No products will be sold. See thrivent.com/social for additional disclosures.

Savvy Social Security

Savvy Social Security

Online Workshop

link

104216

Register

Savvy Social Security

Tuesday, June 30 at 1:00 p.m.

Tuesday, June 30 at 7:30 p.m.


 When should I file for Social Security benefits? Will I pay taxes on my Social Security benefits? If I file and continue to work, how will my benefits be affected? When it comes to Social Security and your retirement, a little knowledge can go a long way.


 Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits.


Registration Link: https://thrivent.zoom.us/webinar/register/3017697910525/WN_DirOPZl-Tu25-pzC_4NMDA 


 


No products will be sold. See thrivent.com/social for additional disclosures.

Savvy Social Security

Savvy Social Security

Online Workshop

link

104215

Register

Savvy Social Security

Tuesday, June 30 at 1:00 p.m.

Tuesday, June 30 at 7:30 p.m.


 When should I file for Social Security benefits? Will I pay taxes on my Social Security benefits? If I file and continue to work, how will my benefits be affected? When it comes to Social Security and your retirement, a little knowledge can go a long way.


 Join us for this virtual workshop, Savvy Social Security. During this workshop, you will learn how to help determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most out of your Social Security benefits.


Registration Link: https://thrivent.zoom.us/webinar/register/3017697910525/WN_DirOPZl-Tu25-pzC_4NMDA 


 


No products will be sold. See thrivent.com/social for additional disclosures.

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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