Insights
Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.
Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts?Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden.See thrivent.com/social for important disclosures.
Do you have the right strategies in place to minimize taxes in retirement? Together, we can review your current situation and explore options to help reduce your tax burden.See thrivent.com/social for important disclosures.
November 2023 Market Update: Rising rates take their tollThe end of the prolonged increase in U.S. policy rates may be in sight, but the economic consequences are only beginning to show and 2024 could bring more challenges. Read the November 2023 Market Update to learn more.
What is the best way to save for retirement?While preparing for retirement looks different for everyone, a holistic savings strategy often has three key components: 1. Investments2. Social Security3. Other guaranteed income sourcesCheck out this article to learn more about each, plus common retirement saving roadblocks to avoid.
How the SECURE Act 2.0 affects small businessesDo you own a small business? The SECURE Act 2.0 provides new tools and incentives to benefit eligible employers and its employees. Take a look at these key provisions that small business owners should know.
Wealth transfer strategies: How to leave assets to your loved onesIf you want your family's assets to last more than just one generation, it’s important to have plans in place so your money and possessions flow smoothly to the people you’ve chosen. Which of these strategies might be right for you?
Eligible Thrivent clients: You still have time to direct 2022 Choice Dollars®️ by March 31. This is a great opportunity to recommend where some of Thrivent’s charitable outreach funds go! To direct your Choice Dollars®️, log into your account here: https://bit.ly/3zbSZmF
Ready, set, retire: Thrivent looks at retirement readinessWhether your retirement savings are on track or behind schedule, these 6 steps can help boost your retirement readiness in 2023 and beyond.
How the SECURE Act 2.0 changed RMDsWondering how the SECURE Act 2.0 has impacted required minimum distributions (RMDs)? Take a look at these four changes and let’s connect if you want to discuss how this may impact your retirement plans.
We get to know you and your financial picture to help create a plan that changes as your life does. (920) 849-7161For additional disclosure, see thrivent.com/social#retirement #wi #plan #ready #finance
We get to know you and your financial picture to help create a plan that changes as your life does. (920) 849-7161For additional disclosure, see thrivent.com/social#retirement #wi #plan #ready #finance
Generosity is important to Thrivent and it's members. Thrivent Choice®️ provides a platform for members to have a financial impact on the causes and nonprofits they care about. Click on the below link and see where you can direct your Thrivent Choice®️ Dollars! https://www.thrivent.com/what-we-offer/generosity/thrivent-choice.htmlFor disclosure information, see thrivent.com/social.
The contribution deadline for 2022 is April 18th, 2023.💵For disclosure information, see thrivent.com/socialWhile 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 is a special name for everyone that has made a mistake with their money. Being an adult. All of us have made mistakes, made bad investments, unnecessary purchases etc. All of us. So have grace. Have grace on yourselves and others when looking at financial decisions and situations.For disclosure information, see thrivent.com/social
Get the guidance you need at any stage in your journey—whether you're close to retirement or just starting your career.#plans #finance #stage #life #multigeneration
Broadly speaking, the first step in any legacy planning process is to gather information. You’ll want to have a list of all your assets and where they’re kept. That can include everything from investment accounts to real estate to insurance policies.For disclosure information, see thrivent.com/social.#legacy
Show your love and commitment to your spouse or your family members and get your financial affairs in order. Even if you are single and not connected strongly with family, consider taking care of your personal finances as a show of love for yourself.For additional disclosure, see thrivent.com/social
We can #organize you for #tax season, so you have a smooth #experience. There are many reasons why having a good conversation NOW can set you up for #success later.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 the last few years have proved anything, it's that you can't prepare for everything. The COVID-19 pandemic hit with little to no warning, and its financial effects have been devastating for many.That's why it's essential to plan for what you can, and we already have a fairly good idea of what to expect in 2023. Though many people's financial plans have been upended by the coronavirus, this year may offer a chance to start getting back on track.For additional disclosure, see thrivent.com/social