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Insights

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

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Tools for tax-efficient charitable giving

IRA. QCD. DAF. Let’s untangle these acronyms to see how they can help your generosity go further.

Americans’ charitable donations increased by 4% in 2021, according to an August 2022 report from Giving USA. That may not sound like a huge leap. But when you...

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What is a beneficiary?

Has it been a while since you chose beneficiaries for your accounts? If it’s time to re-assess, take a moment to refresh yourself on some basic beneficiary facts. ✓

Answers to life insurance and retirement account beneficiary questions....

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Important tax filing change: The IRS has extended the deadline for filing individual federal tax returns and making 2020 contributions to an IRA. The new deadline is May 17, 2021. Here are other key dates to keep in mind: https://bit.ly/3wr0OSZ

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Important tax filing change: The IRS has extended the deadline for filing individual federal tax returns and making 2020 contributions to an IRA. The new deadline is May 17, 2021. Here are other key dates to keep in mind: https://bit.ly/3wr0OSZ

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Women who manage money

Women can face unique challenges that can keep them from learning about and being involved in money matters. What are the keys to overcoming? Understand what’s holding you back and then begin taking these steps toward empowerment.

Tips for overcoming challenges and finding financial clarity....

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 professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial 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.

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

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