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Insights

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

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Four Ways to Maximize Your 401(k) Contributions Before the Year Ends

Close out the year by considering five critical year-end deadlines. Last but certainly not least: #5. Maximize your retirement contributions. The year-end is not only the season for holiday festivities. It’s also a good time to consider strategic moves to help optimize your financial situation. At the Thrivent office of Ray Stark, we are here to help optimize your financial strategy across each life stage. For disclosure information, see Thrivent.com/social.

To maximize your 410(k) contributions in 2024, assess how much you’ve contributed so far, check your employer’s match, take a look at your budget and consider...

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Five Ways to Maximize Your End-of-Year Philanthropy

Continued... Close out the year by considering five key year-end deadlines. #4. Make Charitable Distributions. With some planning and foresight, make this holiday season more cheerful by supporting the causes nearest and dearest to your heart. For disclosure information, see Thrivent.com/social.

To do the most good, pick the right charity, be smart about how you donate and consider giving something just as valuable as money: your time.

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Protect Your Retirement: Seven RMD Mistakes to Avoid

Continued... Close out the year by considering five key year-end deadlines. #3. Take Required Minimum Distributions. For disclosure information, see Thrivent.com/social.

RMD mistakes can lead to IRS tax penalties and in some cases, more taxable income than necessary.

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5 FAQs About 529 College Savings Plans

Continued... Close out the year by considering five key year-end deadlines. #2. Contribute to 529 Education Savings. 529 plans can be powerful college savings tools that can help to shape your child’s future and your own. With some sound financial advice, careful planning, and an eye on the future, it’s never too early to start planning (and saving). As one of six individuals in the state of PA licensed with the CCPS®️ designation, I specialize in designing education savings strategies for families and helping families with high school aged children plan and pay for college (https://bit.ly/3lF35GC). Join me in conversation, today. For disclosure information, see Thrivent.com/social.

Thanks to recent policy changes, families have more options for what to do with money sitting in tax-advantaged 529 accounts.

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Six Reasons a Roth IRA Conversion Makes Sense

As we approach the end of 2024, the Thrivent office of Ray Stark is dedicated to undermining the importance of five critical year-end deadlines that could help to boost your retirement potential, reduce taxes, and craft a well-positioned financial strategy leading into the new year. #1. Complete a Roth Conversion. For disclosure information, see Thrivent.com/social.

Avoiding higher taxes in retirement, having no RMDs and leaving your heirs a tax-free inheritance are just some of the reasons to switch to a Roth IRA.

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December 2024 Market Update: Stocks keep rolling

Learn how markets evaluated the presidential election results in Thrivent Asset Management’s December 2024 Market Update.

The economy stayed strong in November despite uncertainty around the U.S. election.

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Today through December 25, join the Thrivent Member Network – Northeast Region for “Home for the Holidays,” a virtual Christmas concert featuring five-time Grammy®️ Award-winning artist Steven Curtis Chapman. Take some time to treat yourself to the sounds of this joyous season. Grab your friends and family and sing along to your favorite Christmas classics. This on demand concert is available for two weeks only. Watch the Virtual Concert, streaming December 10-25: https://bit.ly/4ikeuaw No products will be sold. Artist is not affiliated with Thrivent. Views are their own. See Thrivent.com/social for additional disclosures.

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Today through December 25, join the Thrivent Member Network – Northeast Region for “Home for the Holidays,” a virtual Christmas concert featuring five-time Grammy®️ Award-winning artist Steven Curtis Chapman. Take some time to treat yourself to the sounds of this joyous season. Grab your friends and family and sing along to your favorite Christmas classics. This on demand concert is available for two weeks only. Watch the Virtual Concert, streaming December 10-25: https://bit.ly/4ikeuaw No products will be sold. Artist is not affiliated with Thrivent. Views are their own. See Thrivent.com/social for additional disclosures.

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December is Identity Theft & Protection Awareness Month. Take steps today to protect yourself: ✔️ Adjust your privacy settings ✔️ Update all older passwords ✔️ Use secure WiFi connections ✔️ Monitor all transactions

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December is Identity Theft & Protection Awareness Month. Take steps today to protect yourself: ✔️ Adjust your privacy settings ✔️ Update all older passwords ✔️ Use secure WiFi connections ✔️ Monitor all transactions

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The holiday season is a perfect time to reflect on our blessings and seek ways to make life better for those around us.

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The holiday season is a perfect time to reflect on our blessings and seek ways to make life better for those around us.

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Money moves to make before the end of 2024

Check out these 8 money moves you can make to end the year on a strong note. ⤵️

2025 is on the horizon and presents a great time to take a fresh look at your finances. By understanding where your money went and how your investments...

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Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

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.

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