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Contact our office to learn more! For additional disclosure, see thrivent.com/social
Contact our office to learn more! For additional disclosure, see thrivent.com/social
As a company that cares and as people who are emotionally and financially invested in this region, we get involved by supporting events, causes and groups that enrich the lives of everyone who lives here. #CommunityImpact 📱(401) 647-0664 For disclosure information, see thrivent.com/social
As a company that cares and as people who are emotionally and financially invested in this region, we get involved by supporting events, causes and groups that enrich the lives of everyone who lives here. #CommunityImpact 📱(401) 647-0664 For disclosure information, see thrivent.com/social
Happy Friday! #FlashbackFriday For disclosure information, see thrivent.com/social
Happy Friday! #FlashbackFriday For disclosure information, see thrivent.com/social
📌SAVE THE DATE **More details to come No products will be sold. For disclosure information, see thrivent.com/social
📌SAVE THE DATE **More details to come No products will be sold. For disclosure information, see thrivent.com/social
Consider all of your options...... Here are a few: -Leave it with your former employer -Roll it over to your new employer -Roll it over into an IRA -Cash it out 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.There may be benefits to leaving your account in your employer plan, if allowed. You will continue to benefit from tax deferral, there may be investment options unique to your plan, fees and expenses may be lower, plan assets have unlimited protection from creditors under Federal law, there is a possibility for loans, and distributions are penalty free if you terminate service at age 55+. Consult your tax professional prior to requesting a rollover from your employer plan. #preparation #finance #family #retirement
Consider all of your options...... Here are a few: -Leave it with your former employer -Roll it over to your new employer -Roll it over into an IRA -Cash it out 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.There may be benefits to leaving your account in your employer plan, if allowed. You will continue to benefit from tax deferral, there may be investment options unique to your plan, fees and expenses may be lower, plan assets have unlimited protection from creditors under Federal law, there is a possibility for loans, and distributions are penalty free if you terminate service at age 55+. Consult your tax professional prior to requesting a rollover from your employer plan. #preparation #finance #family #retirement
The premiums you pay secure you a monthly benefit amount for a set term or until you can return to work. If you’re ever unable to work due to an illness or injury, disability income insurance can: 🔸Replace income. 🔸Help you retain your savings. 🔸Help you pay expenses. 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. #preparation #finance #family
The premiums you pay secure you a monthly benefit amount for a set term or until you can return to work. If you’re ever unable to work due to an illness or injury, disability income insurance can: 🔸Replace income. 🔸Help you retain your savings. 🔸Help you pay expenses. 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. #preparation #finance #family
Preparing for retirement involves more than growing your savings. How you choose to spend your savings can also affect the amount of money you have available. The taxes you pay on tax-deferred accounts, such as an individual retirement account (IRA), may change over time. Contact us to learn more on how the current—and future—tax environment may impact your retirement income. 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.
Preparing for retirement involves more than growing your savings. How you choose to spend your savings can also affect the amount of money you have available. The taxes you pay on tax-deferred accounts, such as an individual retirement account (IRA), may change over time. Contact us to learn more on how the current—and future—tax environment may impact your retirement income. 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.
Reminiscing cherished moments with this crew! #ThrowbackThursday For disclosure information, see thrivent.com/social.
Reminiscing cherished moments with this crew! #ThrowbackThursday For disclosure information, see thrivent.com/social.
Investing doesn't have to be complicated. Let us handle the complexities while you focus on your financial goals. 📱(401) 647-0664 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. While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.
Investing doesn't have to be complicated. Let us handle the complexities while you focus on your financial goals. 📱(401) 647-0664 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. While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.
To be eligible for these qualifying distributions, you must meet a five-year holding period requirement. In addition, one of the following must apply: You have reached age 59½ by the time of the withdrawal The withdrawal is made because of disability The withdrawal is made to pay first-time home-buyer expenses ($10,000 lifetime limit) The withdrawal is made by your beneficiary or estate after your death 📲(401) 647-0664 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.
To be eligible for these qualifying distributions, you must meet a five-year holding period requirement. In addition, one of the following must apply: You have reached age 59½ by the time of the withdrawal The withdrawal is made because of disability The withdrawal is made to pay first-time home-buyer expenses ($10,000 lifetime limit) The withdrawal is made by your beneficiary or estate after your death 📲(401) 647-0664 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.