Insights
I've got valuable information and resources to share. Explore away! And check back often.
Schedule an appointment to review your strategy. π²(757) 340-4472 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Schedule an appointment to review your strategy. π²(757) 340-4472 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Time to reflect on what you're doing today to plan for your #future. π±(757) 340-4472 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Time to reflect on what you're doing today to plan for your #future. π±(757) 340-4472 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Secure 2.0: While some provisions were effective in 2023, many important changes did not take effect until 2024. Withdrawals before age 59Β½ from tax-deferred accounts, such as IRAs and 401(k) plans, may be subject to a 10% early distribution penalty on top of ordinary income tax. There is a long list of exceptions to this penalty, including two new ones for 2024. Emergency expenses β one penalty-free distribution of up to $1,000 is allowed in a calendar year for personal or family emergency expenses; no further emergency distributions are allowed during a three-year period unless funds are repaid or new contributions are made that are at least equal to the withdrawal. Domestic abuse β a penalty-free withdrawal equal to the lesser of $10,000 (indexed for inflation) or 50% of the account value is allowed for an account holder who certifies that he or she has been the victim of domestic abuse during the preceding one-year period. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Secure 2.0: While some provisions were effective in 2023, many important changes did not take effect until 2024. Withdrawals before age 59Β½ from tax-deferred accounts, such as IRAs and 401(k) plans, may be subject to a 10% early distribution penalty on top of ordinary income tax. There is a long list of exceptions to this penalty, including two new ones for 2024. Emergency expenses β one penalty-free distribution of up to $1,000 is allowed in a calendar year for personal or family emergency expenses; no further emergency distributions are allowed during a three-year period unless funds are repaid or new contributions are made that are at least equal to the withdrawal. Domestic abuse β a penalty-free withdrawal equal to the lesser of $10,000 (indexed for inflation) or 50% of the account value is allowed for an account holder who certifies that he or she has been the victim of domestic abuse during the preceding one-year period. For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
We're honored to help families create legacies that transcend generations, creating a lasting impact for years to come. Let's work together to protect your family's financial future and leave a legacy that inspires greatness. π‘ π±(757) 340-4472 For disclosure information, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #MultigenerationalLegacy #FinancialEmpowerment #LegacyPlanning
We're honored to help families create legacies that transcend generations, creating a lasting impact for years to come. Let's work together to protect your family's financial future and leave a legacy that inspires greatness. π‘ π±(757) 340-4472 For disclosure information, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #MultigenerationalLegacy #FinancialEmpowerment #LegacyPlanning
Together, we can explore different tax-efficient investment strategies. Contact us today to learn more. #TaxSavings #SmartInvesting π²(757) 340-4472 For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Together, we can explore different tax-efficient investment strategies. Contact us today to learn more. #TaxSavings #SmartInvesting π²(757) 340-4472 For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Thrivent Asset Management, LLC selects investment products that TAM believes do not invest in securities that may conflict with certain commonly held Christian values, either as a result of a screening process or because the securities that may conflict with certain commonly held Christian values are not found in a particular asset class, such as government and municipal bonds. π²(757) 340-4472 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Thrivent Asset Management, LLC selects investment products that TAM believes do not invest in securities that may conflict with certain commonly held Christian values, either as a result of a screening process or because the securities that may conflict with certain commonly held Christian values are not found in a particular asset class, such as government and municipal bonds. π²(757) 340-4472 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Don't hesitate to ask for help when preparing for you and your loved ones future. π²(757) 340-4472 #multigenerations #prepare For disclosure information, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Don't hesitate to ask for help when preparing for you and your loved ones future. π²(757) 340-4472 #multigenerations #prepare For disclosure information, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there. π±(757) 340-4472 For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there. π±(757) 340-4472 For additional disclosure, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Start living your best life NOW while you're young enough to savor every moment. Let's craft a financial strategy that allows you to retire early and pursue your passions with confidence. Don't just dream of retirement β let's make it a reality, starting today! #RetireYoung #LiveYourBestLife #FinancialFreedom π For additional disclosure, see thrivent.com/social
Start living your best life NOW while you're young enough to savor every moment. Let's craft a financial strategy that allows you to retire early and pursue your passions with confidence. Don't just dream of retirement β let's make it a reality, starting today! #RetireYoung #LiveYourBestLife #FinancialFreedom π For additional disclosure, see thrivent.com/social
How will you be using your next Action Team? β€οΈ #makeadifference https://bit.ly/3R7qD7n For disclosure information, see thrivent.com/social
How will you be using your next Action Team? β€οΈ #makeadifference https://bit.ly/3R7qD7n For disclosure information, see thrivent.com/social