Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅
Work towards the retirement lifestyle you want to have by saving more now.
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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.
Go where the growth is. 📈 The financial advisor career is projected to grow more than four times the rate of real estate agents. People will always crave the purpose-based, human-to-human financial advice Thrivent financial advisors offer. Learn more about this in-demand career: thriventcareers.com/outlook
Thrivent ranked among Barron’s Best Fund FamiliesThrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2023. Learn more about this ranking. 👇
The financial advisor career is flexible. It’s rewarding. It’s empowering.
Discover why it might be the right role for you: https://thriventcareers.com/flexible
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.
Bring your retirement into focusWhether retirement is far off or fast approaching, now’s the time to plan. Here’s how you can take charge of the four stages of the retirement journey. 👇
If you’d like to have a discussion about retirement planning, let’s connect.
The New Year has arrived! What's your top financial goal for 2024? Are you looking to save or invest? A little of both? Take a moment to think about your priorities and then let’s connect.
2024 Market Outlook: Getting back to businessRead Thrivent's 2024 Market Outlook to learn more about why despite uncertainties, a resilient U.S. economy and easing inflation hint at a positive 2024.
Planning for retirement as a couple can be challenging, but it doesn’t have to be. Check out these 4 steps to creating a retirement plan that works for both of you: https://bit.ly/3V0Jxwz
I'm thrilled to share that Thrivent has been awarded the prestigious Gold Stevie Award®️ for being named the Company of the Year in the large financial services organizations category at the 2023 American Business Awards®️! 🎉
This recognition means the world to me as it highlights our unwavering commitment to helping people achieve financial clarity and live lives full of meaning and gratitude. I'm grateful for the opportunity to serve you and guide you towards a brighter financial future.
Thank you for your continued support, and let's celebrate this amazing accomplishment together! 🙌
Thrivent financial advisors enjoy the flexibility of a hybrid working environment. Discover a career that allows you to serve clients when and how you need: thriventcareers.com/hybrid
May 2023 Market Update: Big tech earnings growth drives market gainsStocks held their own the past month, with the tech area leading the way, GDP slipped for the third straight quarter, and Fed rate hikes continued to rattle the banking industry. Get an overview of all key market and economic highlights in this month's Market Update.
How does the SECURE Act 2.0 impact me?At the end of 2022, the SECURE Act 2.0 was signed into law and includes improvements to retirement earning and planning for Americans. Read further to see what key provisions are included in the law, like the changes to the required minimum distribution start age.
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.
What's on your spring cleaning checklist? Consider adding a few financial tasks for yourself that you've been putting off, such as filing away important financial documents and shredding any that aren’t needed.
Thrivent proudly celebrates another year of ethical recognitionFor the 12th year in a row, Thrivent has been named one of the World’s Most Ethical Companies. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.
Interest rates & liquidity challenges drive collapse of two regional banksThe recent failure of two regional banks made headlines and contributed to some market turmoil. Thrivent Chief Investment Strategist Steve Lowe shares insight into the factors behind the collapse, and what markets are watching for moving forward.
The SECURE Act 2.0 allows a 529 plan rollover to a Roth IRAStarting in 2024, beneficiaries of 529 accounts will have the option to transfer funds into their Roth IRA. For more information around eligibility requirements, check out this article.