Both traditional and Roth IRAs can be a powerful, tax-advantaged way to grow your retirement savings outside of a workplace plan. However, some key differences may impact your taxes, the timing of your withdrawals—and potentially your available savings.
Wondering which option is right for you? Here’s what you need to know: https://bit.ly/3KcjPnB
As an entrepreneur with the vision and determination to succeed, join Financial Advisors, Brittney Davis and Mike Olinger for a workshop that can help you prepare for the future of your business.
Join us at 6:30pm
Location: QC Kinetix
2769 Heartland Dr Suite 307
Coralville, IA Sign up today: https://bit.ly/SmallBizWorkshop1113 or call our Hiawatha office 319-383-0164
No products will be sold. 27878-31M N4-23
When should you think about buying life insurance? Why do people buy it? How do you choose a policy? Take a look at these key questions when considering a life insurance policy: https://bit.ly/4fV6zzk
👉 Tip: Your withdrawal strategy matters.
A thoughtful retirement withdrawal strategy can help you minimize taxes, protect your nest egg and make your savings go further. But it requires careful planning—taking into account your income sources, tax situation and lifestyle goals.
If you’d like help creating a strategy to maximize your retirement savings, let’s connect.
See thrivent.com/social for important disclosures.
Can you check off any of these boxes?
✅ Loved ones depend on you for income
✅ Don’t want to pass large debts onto others
✅ Want to leave a legacy
If you checked any of the boxes, you should consider how life insurance can help you protect what’s most important to you: https://bit.ly/47eNLJh
Join us in celebrating Brittney's 1 year anniversary at Thrivent!
Reminder! Estate Preservation for the Next Generation is TONIGHT!
Please join Quadrant Financial Advisors as we host an event: Estate Preservation for the Next Generation.
Join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around how to better prepare yourself for the “what-ifs” in life. This educational event is designed for our clients and their adult beneficiaries to help address their concerns about aging parents. We encourage you to invite any or all of your beneficiaries to attend.
In person event
Tuesday, September 23, 2025 at 5:30 p.m.
Maquoketa Chamber of Commerce
124 S. Main St., Ste 2, Maquoketa, IA 52060
RSVP here https://bit.ly/EP4NG0923 or call 563-239-2533
Cant make it to the event?
Register to watch online https://bit.ly/NPGOct
No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for additional disclosures. 27764-12FB R2-24
Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older.
See thrivent.com/social for important disclosures.
Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk
Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO
While a bigger down payment can help you avoid private mortgage insurance (PMI) and significantly reduce your borrowing costs, coming up with 20% down is challenging for many first-time buyers—particularly in today’s housing market.
If you’re ready to buy your first home, there are several ways to achieve this goal with little or no money down. Learn more about your options: https://bit.ly/4ezqnrC
With the average mortgage payment hovering higher than the cost of rent in many markets, first-time home buyers may wonder if it’s better to continue renting. Here’s what to consider:
🔑 Renting may be easier on your budget now—but the cost of rent will keep rising.
🏠 Buying costs more upfront, but offers payment stability and the chance to build equity over time.
Buying a home is one of the biggest financial choices you’ll make. Let’s connect and explore what’s right for you—whether that’s buying now or preparing for later.
See thrivent.com/social for important disclosures.
Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how we can help you reach your retirement goals.
See thrivent.com/social for important disclosures.
They say there’s strength in numbers. And when you have a group of financial professionals dedicated to helping you navigate your financial future, you can feel even more confident about where you’re headed. That’s why, as our practice continues to grow, we’re excited to announce Josh Theisen has joined Quadrant Financial Advisors in our Dubuque office!
Josh will be working alongside Jennifer Kreeb in Dubuque and everyone on the Quadrant team to help ensure all our clients receive the best service and guidance possible.
As always, it’s our goal to provide our clients with relevant and meaningful guidance—always driven by their priorities. With our various areas of expertise across our team and continual growth, we are well equipped to offer a broad range of financial solutions and strategies to meet your needs.
Find everyone on our quadrant team here https://connect.thrivent.com/quadrant-financial-advisors/about-us/our-team
Welcome Josh!
Thinking about extending your life insurance coverage? Learn more about what to expect when your term life insurance expires and the pros and cons of term-to-life conversions: https://bit.ly/459jpXb
Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA