7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
If giving is part of how you live your values, new tax rules taking effect in 2026 could help your generosity go even further, but planning ahead is key. Various strategies may help preserve valuable tax benefits while continuing to create meaningful impact year after year.
Don’t hesitate to reach out if you’d like to discuss what these changes could mean for your giving strategy. And if you don't have one yet, we can develop a strategy that maximizes your impact while minimizing your tax liability.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have. Learn more here: https://bit.ly/47fcOvU
Retirement can feel like a seismic shift for business owners—especially when your identity has been closely tied to your work. You've poured years of time and energy into building a business, and you may not be sure what comes next.
If you're feeling overwhelmed, here's one way to prepare: Spend time reflecting on your retirement goals across three key areas—lifestyle, opportunity and legacy. This simple exercise can help provide clarity and confidence as you plan your next chapter.
Are you thinking about retirement? Let's connect to create a personalized financial plan that aligns with your goals, values and aspirations.
See thrivent.com/social for important disclosures.
Retirement planning doesn't stop when you start a business. In fact, that's when it matters more.
As a small business owner, you'll want to choose a retirement plan that supports the financial future you're working toward.
Which tax-advantaged retirement account fits your goals? This guide breaks down the differences between each option: https://bit.ly/3JqVOcb
Your business might be your biggest asset-but it shouldn't be your only one.
Personal and business finances often overlap, but relying solely on the sale of your business to fund your future can be risky.
As a small business owner, you should consider:
✅ Contributing to a tax-advantaged retirement account
✅ Diversifying your investments beyond the business
✅ Aligning your personal and business financial goals
✅ Working with a financial advisor to address liquidity and liability
Ready to get started? Let's create your plan together.
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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
Taxes play a big role in how far your money can go in retirement.
Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income.
Read more: https://bit.ly/3MybMCS
Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.
Major life changes—like marriage, divorce or the loss of a partner—can have a significant impact on your retirement strategy. These events often affect your income, expenses, tax situation and long-term goals.
If you haven’t revisited your plan recently, please reach out. Together, we can make any necessary changes to help keep you on track for the future.
See thrivent.com/social for important disclosures.
Did you know 46% of people aged 18-35 have moved back home? It can help some young adults save for housing, pay off student loan debt or work toward other financial goals.
Source: Thrivent 2025 Boomerang Kid Survey
2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.
While taxes on Social Security benefits haven’t been eliminated, some retirees could benefit from a new, temporary federal deduction of $6,000 per eligible individual.
As with most tax-related matters, the rules surrounding eligibility are nuanced. If you have questions about how this may impact your financial plan, let’s connect.
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.
Retirement can feel like it’s a lifetime away—until suddenly it’s not.
Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement.
Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin
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
December 2025 Market Update: Stock volatility returnsFrom slowing manufacturing to resilient corporate earnings, December brings mixed signals for the economy. Explore what these trends mean for your portfolio and the year ahead in Thrivent's December Market Update.
👉 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.
Worried your retirement savings might not last? An annuity may be worth considering.
Annuities can offer guaranteed income in retirement, potential tax advantages, and—in some cases—a way to leave money to your loved ones. Like any investment, they also come with risks, so it’s important to understand how they work before deciding if they’re right for you.
Learn more ➡️ https://bit.ly/3IkVueM
When you're in your 20s or 30s, estate planning might not be top of mind—but it should be.
For younger adults, it’s less about passing on wealth and more about ensuring someone you trust can step in and make critical healthcare or financial decisions on your behalf.
Learn more about the key documents that can help: https://bit.ly/42xHjda
For blended families, the estate planning process can be more complex—and emotional. But it’s also one of the most important steps you can take to protect the people you love.
Clear intentions today can help protect against conflict tomorrow. These tips can help you navigate the process: https://bit.ly/3VZ63av
