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

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A Roth conversion can be a powerful strategy for moving money from a traditional retirement account to a Roth IRA, potentially creating more tax flexibility down the road. The key? Timing matters. For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional 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

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A Roth conversion can be a powerful strategy for moving money from a traditional retirement account to a Roth IRA, potentially creating more tax flexibility down the road. The key? Timing matters. For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional 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

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For years, Bryan thought his job was to tell people what to do. Experience changed that. Today, our conversations start with listening, not lecturing. You're the expert on your family, your dreams, and what matters most. Our role is to bring the financial strategies, ask the right questions, and help you make decisions with confidence. That's what makes it a New Day. See thrivent.com/social for additional disclosures

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For years, Bryan thought his job was to tell people what to do. Experience changed that. Today, our conversations start with listening, not lecturing. You're the expert on your family, your dreams, and what matters most. Our role is to bring the financial strategies, ask the right questions, and help you make decisions with confidence. That's what makes it a New Day. See thrivent.com/social for additional disclosures

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The wedding ends. The kids grow up. Careers change. Parents age. Life keeps moving. Your financial plan should move with it. For more information visit Thrivent.com/social.

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The wedding ends. The kids grow up. Careers change. Parents age. Life keeps moving. Your financial plan should move with it. For more information visit Thrivent.com/social.

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We help you think clearly when life gets complicated. See thrivent.com/social for additional disclosures.

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We help you think clearly when life gets complicated. See thrivent.com/social for additional disclosures.

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A little planning today could leave more of your hard-earned money where it belongs—with you and your family. #WealthManagement #TaxEfficient #FinancialPlanning For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional.

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A little planning today could leave more of your hard-earned money where it belongs—with you and your family. #WealthManagement #TaxEfficient #FinancialPlanning For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional.

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We believe your financial journey should reflect who you are and what you value most. With a foundation rooted in faith and stewardship, we offer steady, personalized guidance — helping you protect what matters, pursue what’s possible, and build a legacy grounded in your values. Because meaningful plans aren’t rushed. They’re built with care. See thrivent.com/social for additional disclosures. #PurposeDrivenPlanning #FaithBasedValues #StewardshipMindset #LegacyWithMeaning #FinancialConfidence #PersonalizedPlanning #GuidedByValues #FutureWithPurpose

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We believe your financial journey should reflect who you are and what you value most. With a foundation rooted in faith and stewardship, we offer steady, personalized guidance — helping you protect what matters, pursue what’s possible, and build a legacy grounded in your values. Because meaningful plans aren’t rushed. They’re built with care. See thrivent.com/social for additional disclosures. #PurposeDrivenPlanning #FaithBasedValues #StewardshipMindset #LegacyWithMeaning #FinancialConfidence #PersonalizedPlanning #GuidedByValues #FutureWithPurpose

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Life has a way of changing plans without asking first. A job change. A health scare. The loss of someone you love. A financial plan won't stop life's surprises, but it can help you face them with a little more confidence. See thrivent.com/social for additional disclosures. #FinancialPlanning #PrepareWithPurpose

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Life has a way of changing plans without asking first. A job change. A health scare. The loss of someone you love. A financial plan won't stop life's surprises, but it can help you face them with a little more confidence. See thrivent.com/social for additional disclosures. #FinancialPlanning #PrepareWithPurpose

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Retirement changes not just your schedule but also transforms how your finances should operate. Start by reviewing your retirement strategy. For more information visit Thrivent.com/social.

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Retirement changes not just your schedule but also transforms how your finances should operate. Start by reviewing your retirement strategy. For more information visit Thrivent.com/social.

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Most people don't wake up excited to talk about taxes, estate planning, or retirement. They just want to know they're making good decisions. That's where we come in. We help take the complicated parts of your financial life and turn them into a plan that actually makes sense—one built around your goals, your values, and the life you're working toward. 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. #FinancialConfidence #FaithBasedPlanning #Stewardship

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Most people don't wake up excited to talk about taxes, estate planning, or retirement. They just want to know they're making good decisions. That's where we come in. We help take the complicated parts of your financial life and turn them into a plan that actually makes sense—one built around your goals, your values, and the life you're working toward. 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. #FinancialConfidence #FaithBasedPlanning #Stewardship

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No buzzwords. No pressure. Just practical guidance for the road ahead. For disclosure information, see thrivent.com/social #FinancialConfidence #SmartPlanning #CommonSense

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No buzzwords. No pressure. Just practical guidance for the road ahead. For disclosure information, see thrivent.com/social #FinancialConfidence #SmartPlanning #CommonSense

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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