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The IRS has announced retirement contribution limits for 2025: 401(k) Contribution Limit: Increased from $23,000 to $23,500 Catch-up limit (age 50+) remains at $7,500 Catch-up limit (age 60-63) is $11,250 IRA Contribution Limit: Remains at $7,000 Catch-up limit (age 50+) remains at $1,000 Simple Plan Contribution Limit: Increased from $16,000 to $16,500 Catch-up limit for (age 50+) remains $3,500 Catch-up limit (age 60-63) is $5,250 Income Phase Out Range for Roth IRAs: Singles: Increased from ($146,000-$161,000) to ($150,000-$165,000) Married Filing Separately: Remains at $0 - $10,000 Heads of Household: Increased from ($146,000 - $161,000) to ($150,000 - $165,000) Married Filing Jointly: Increased from ($230,000 - $240,000) to ($236,000 - 246,000) Income Phase Out Range from IRAs: Income phase-out noted a minor increase across the board. Income Limit for Saver's Credit: Single: Increased from $38,250 to $39,500 Married Filing Separately: Increased from $38,250 to $39,500 Heads of Household: Increased from $57,375 to $59,250 Married Filing Jointly: Increased from $76,500 to $79,000 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 important disclosures.
The IRS has announced retirement contribution limits for 2025: 401(k) Contribution Limit: Increased from $23,000 to $23,500 Catch-up limit (age 50+) remains at $7,500 Catch-up limit (age 60-63) is $11,250 IRA Contribution Limit: Remains at $7,000 Catch-up limit (age 50+) remains at $1,000 Simple Plan Contribution Limit: Increased from $16,000 to $16,500 Catch-up limit for (age 50+) remains $3,500 Catch-up limit (age 60-63) is $5,250 Income Phase Out Range for Roth IRAs: Singles: Increased from ($146,000-$161,000) to ($150,000-$165,000) Married Filing Separately: Remains at $0 - $10,000 Heads of Household: Increased from ($146,000 - $161,000) to ($150,000 - $165,000) Married Filing Jointly: Increased from ($230,000 - $240,000) to ($236,000 - 246,000) Income Phase Out Range from IRAs: Income phase-out noted a minor increase across the board. Income Limit for Saver's Credit: Single: Increased from $38,250 to $39,500 Married Filing Separately: Increased from $38,250 to $39,500 Heads of Household: Increased from $57,375 to $59,250 Married Filing Jointly: Increased from $76,500 to $79,000 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 important disclosures.
Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.
Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.
At Thrivent, setting up a Roth IRA is simple and easy, and can help you set yourself up for the future. Our minimum monthly amount to open a Roth IRA is $50/month, roughly $12.50/week. An investment of $50/month at a 7% return over the next: 10 years: $8,554.18 20 years: $25,381.52 30 years: $50,483.17 40 years: $123,600.01 It's never too late to start investing, think of how big of a difference this investment could make over time. Your future self would be thanking you! Disclosures: Thrivent.com/social Hypothetical example is for illustrative purposes. May not be representative of actual results. Past performance is not necessarily indicative of future results.
At Thrivent, setting up a Roth IRA is simple and easy, and can help you set yourself up for the future. Our minimum monthly amount to open a Roth IRA is $50/month, roughly $12.50/week. An investment of $50/month at a 7% return over the next: 10 years: $8,554.18 20 years: $25,381.52 30 years: $50,483.17 40 years: $123,600.01 It's never too late to start investing, think of how big of a difference this investment could make over time. Your future self would be thanking you! Disclosures: Thrivent.com/social Hypothetical example is for illustrative purposes. May not be representative of actual results. Past performance is not necessarily indicative of future results.
I had a great time hosting a watch party for the Estate Preservation for the Next Generation webinar led by Eric W. Bilger, FIC, leader of Thrivent's top practice. It was great to hear plenty of ways to help plan for our future, the future of those we care about, and for the "what ifs" in life. See thrivent.com/social for important disclosures
I had a great time hosting a watch party for the Estate Preservation for the Next Generation webinar led by Eric W. Bilger, FIC, leader of Thrivent's top practice. It was great to hear plenty of ways to help plan for our future, the future of those we care about, and for the "what ifs" in life. See thrivent.com/social for important disclosures
Happy to have brought on 7 new clients in September, #4 out of more than 250 financial advisors in the Heartland Advisor Group. I can't express enough how great it is to work with awesome people daily, you all make this job a blast! Contact me if you'd like me to take a look at your financial picture, and I'll let you know how I might be able to help you out
Happy to have brought on 7 new clients in September, #4 out of more than 250 financial advisors in the Heartland Advisor Group. I can't express enough how great it is to work with awesome people daily, you all make this job a blast! Contact me if you'd like me to take a look at your financial picture, and I'll let you know how I might be able to help you out
Next Thursday September 26th at 6:15 PM I will be hosting a watch party for the Estate Preservation for the Next Generation educational webinar led by Eric W. Bilger, FIC, one of our Thrivent advisors out of New York. He will be discussing ways to help you best plan for your future, the future of those you most care about, and preparing for the "what if's" in life. No products will be sold. It will be at 1200 N Minnetrista Pkwy, free to attend, and we'll be serving dinner. We have limited spots so feel free to RSVP using the link, or contacting me at samuel.campbell@thrivent.com, or 765-808-3333. We'd love to see you there!
Next Thursday September 26th at 6:15 PM I will be hosting a watch party for the Estate Preservation for the Next Generation educational webinar led by Eric W. Bilger, FIC, one of our Thrivent advisors out of New York. He will be discussing ways to help you best plan for your future, the future of those you most care about, and preparing for the "what if's" in life. No products will be sold. It will be at 1200 N Minnetrista Pkwy, free to attend, and we'll be serving dinner. We have limited spots so feel free to RSVP using the link, or contacting me at samuel.campbell@thrivent.com, or 765-808-3333. We'd love to see you there!
So excited to celebrate one year with Thrivent! On this day last year I met with my first client, and I'm very blessed to currently have 102 amazing clients a year later. Huge thank you to everyone that has been a part of my first year as a financial advisor, I can't express enough thankfulness to everyone who has met with me, prayed for me, introduced me to friends and family, and supported me throughout this first year. Special thank you to my mentor Michelle Walker, your guidance and insight day to day have been invaluable and Danny Gillin for your continued advice and for first giving me the opportunity to work for such a great company. Thrivent's culture and care towards growth, giving back, and making an impact is unmatched. Looking forward to many years to come!
So excited to celebrate one year with Thrivent! On this day last year I met with my first client, and I'm very blessed to currently have 102 amazing clients a year later. Huge thank you to everyone that has been a part of my first year as a financial advisor, I can't express enough thankfulness to everyone who has met with me, prayed for me, introduced me to friends and family, and supported me throughout this first year. Special thank you to my mentor Michelle Walker, your guidance and insight day to day have been invaluable and Danny Gillin for your continued advice and for first giving me the opportunity to work for such a great company. Thrivent's culture and care towards growth, giving back, and making an impact is unmatched. Looking forward to many years to come!
Wishing you and your loved ones a safe and relaxing Labor Day.
Wishing you and your loved ones a safe and relaxing Labor Day.