How to invest for retirement: Account types & strategic movesInvesting for retirement can feel overwhelming. No matter where you are on your journey, the key is to be consistent and stick with it. A strong retirement investment strategy includes:
✔️ Portfolio diversification
✔️ Understanding your risk tolerance and adjusting over time
✔️ Investing in tax-advantaged accounts like IRAs and 401(k)s
Learn more about investing for retirement. ⬇️
Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX
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
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.
Wealth transfer strategies: How to leave assets to your loved onesPassing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
Estate planning guide: Essential documents & checklistAs you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️
The importance of estate planning: Protecting your people, property & privacyEstate planning isn’t just for the wealthy, it’s for everyone. It’s about making sure your assets, no matter their value, go to the people, causes and organizations you care about. Take control of your legacy.
As you plan and save for retirement, deciding when you’ll take Social Security is one of the most important financial decisions you’ll make. Here are a number of factors to consider before deciding: https://bit.ly/3Ytb2RM
Let’s discuss what approach is right for you.
Social Security Fairness Act: How the WEP & GPO repeal may affect your benefitsEarlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments.
Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.
As tax season approaches, here’s your reminder to get started ahead of time.
Here are four reasons to file early:
✅ Faster tax refunds
✅ Extra time to make a payment if you owe
✅ Reduce risk of someone else pocketing your refund
✅ Avoid tax deadline stress or having to file an extension
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. ⬇️
Solo 401(k): Definition, rules & taxesBeing your own boss means being responsible for your own retirement savings plan. A solo 401(k) may be right for you. ⬇️
How to talk to your parents about estate planning with compassionThe hard conversations are often the ones most worth having. Get helpful guidance here 🔽
Estate planning guide: Essential documents & checklistDiscover some estate planning essentials in this article. Then let's talk through any questions you have.
A proactive approachIf you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.
August 2024 Market Update: Volatility surgesLearn why Thrivent Asset Management expects market volatility will continue through the remainder of the year in the August 2024 Market Update.
