If you’re looking for simple ways to help reduce your taxable income, you may have more options than you realize. These 7 strategies can help you become more tax efficient over time. ➡️ https://bit.ly/3KB47mJ
Make a difference with your money | ThriventThrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.
Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value.
Learn more about this recognition here: https://bit.ly/466lt23
Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe: https://bit.ly/4qBuKr2
Taxes play a big role in how far your money can go in retirement.
Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income.
Read more: https://bit.ly/3MybMCS
Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.
2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.
Scammers have evolved their tactics, and their schemes have become more convincing and a lot harder to recognize. That’s why awareness matters.
Protect yourself by staying up to date on the latest scams: https://bit.ly/492hx4g
December 2025 Market Update: Stock volatility returnsFrom slowing manufacturing to resilient corporate earnings, December brings mixed signals for the economy. Explore what these trends mean for your portfolio and the year ahead in Thrivent's December Market Update.
Marriage. Divorce. Having a baby. Sending your kid to college. Starting a job. Getting laid off.
Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world.
Here’s how to prepare for life’s what-ifs ➡️ https://bit.ly/4prEGmm
As the year wraps up, it’s the perfect moment to check in on your finances. These 3 simple steps can help set you up for success in the year ahead:
✅ Review your budget and spending. Make sure your money is working toward your goals.
✅ Assess your debt. Track your progress and explore ways to pay it down faster.
✅ Evaluate your savings. Strengthen your emergency fund, boost retirement contributions and refresh your funding strategies for the coming year.
Not sure where to start? Together, let’s plan how you can start the year on solid footing.
See thrivent.com/social for important disclosures.
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
Before the ball drops on Dec. 31, make sure your retirement income is protected. Take these 3 essential steps:
1️⃣ Take your required minimum distributions (RMDs). Missing the Dec. 31 deadline can trigger a 25% penalty.
2️⃣ Watch your modified adjusted gross income (MAGI). Even small increases could raise future Medicare premiums.
3️⃣ Consider a qualified charitable distribution (QCD). It can satisfy your RMD, lower your MAGI and help you support the causes you care about.
A few simple moves today can help you avoid penalties, manage future healthcare costs and protect your retirement income.
Get in touch if you’d like help reviewing your year-end strategy.
See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup.
Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing.
👉 If you’d like personalized guidance, let’s connect.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Are you just starting to save for retirement or are nearing retirement age? This guide will help you understand how to manage your retirement income in a tax-efficient manner, so you can make the most out of your hard-earned savings. ➡️ https://bit.ly/4i6KNd7
While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose.
Consider these charitable giving strategies: https://bit.ly/3IZ1x9f
6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
AM Best has affirmed Thrivent's A++ (Superior) rating with stable outlook for 2025! 🌟 This demonstrates our continued financial strength and stability and commitment to serving our clients for generations to come.
Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.
November 2025 Market Update: Less data, lower rates, strong stocksOctober closed strong, and November is shaping up to be pivotal. AI-driven sectors continue to lead, while Fed rate cuts signal cautious optimism. Want to know what this means for portfolios? Dive into Thrivent's November Market Update for actionable insights.
Spontaneous giving can be meaningful, but a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose.
Consider these charitable giving strategies: https://bit.ly/3IZ1x9f
