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And through it all, our core value of generosity shines. Because when you’re wise with money, you’re empowered to live with purpose—and give with joy. https://connect.thrivent.com/seneca-group For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional #PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies #LiveYourValues

And through it all, our core value of generosity shines. Because when you’re wise with money, you’re empowered to live with purpose—and give with joy. https://connect.thrivent.com/seneca-group For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional #PurposeDrivenPlanning #FaithBasedFinance #GenerosityInAction #FinancialConfidence #TaxSmartStrategies #LiveYourValues

Your asset allocation is one of the most important choices you'll make as an investor. Together, let's review it often. 📱(301) 515-3312 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

Your asset allocation is one of the most important choices you'll make as an investor. Together, let's review it often. 📱(301) 515-3312 For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.

A Thrivent Multi-Year Guaranteed Annuity (MYGA) can offer: -Competitive fixed rates -Tax-deferred growth -Guaranteed income options for retirement Keep your money working for you — not sitting idle. Let’s talk about whether a MYGA could be a smarter next step than renewing that CD. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

A Thrivent Multi-Year Guaranteed Annuity (MYGA) can offer: -Competitive fixed rates -Tax-deferred growth -Guaranteed income options for retirement Keep your money working for you — not sitting idle. Let’s talk about whether a MYGA could be a smarter next step than renewing that CD. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Are your investments aligned with your goals? Have you maxed out contributions or used tax-smart strategies available for 2025? Time to connect. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Are your investments aligned with your goals? Have you maxed out contributions or used tax-smart strategies available for 2025? Time to connect. For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Whether it’s a donor-advised fund (DAF) or a qualified charitable distribution (QCD) from your IRA, there are ways to give generously and strategically. ✨ In 2025, QCDs allow up to $108,000 in tax-free IRA donations if you're 70½ or older. ✨ A DAF offers long-term growth for future charitable grants. Don’t miss the Dec. 31 deadline to qualify for 2025 tax benefits. #CharitableGiving #DAF #QCD #TaxSmartGiving #GiveBack #YearEndPlanning For more information visit Thrivent.com/social. While 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

Whether it’s a donor-advised fund (DAF) or a qualified charitable distribution (QCD) from your IRA, there are ways to give generously and strategically. ✨ In 2025, QCDs allow up to $108,000 in tax-free IRA donations if you're 70½ or older. ✨ A DAF offers long-term growth for future charitable grants. Don’t miss the Dec. 31 deadline to qualify for 2025 tax benefits. #CharitableGiving #DAF #QCD #TaxSmartGiving #GiveBack #YearEndPlanning For more information visit Thrivent.com/social. While 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

Charitable giving isn't just generous — it can also be strategic. October is a great time to: ✔️ Donate appreciated assets to avoid capital gains ✔️ Bundle donations for tax efficiency ✔️ Explore donor-advised funds ✔️ Revisit your will, trust, and beneficiary designations For more information visit 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 requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Charitable giving isn't just generous — it can also be strategic. October is a great time to: ✔️ Donate appreciated assets to avoid capital gains ✔️ Bundle donations for tax efficiency ✔️ Explore donor-advised funds ✔️ Revisit your will, trust, and beneficiary designations For more information visit 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 requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

We’ll help you: 🔍 Calculate your RMD 🛡️ Minimize tax impact 💸 Explore charitable RMDs (QCDs) Don’t wait — October is a smart time to get ahead of the rush. #RMDReminder #RetirementPlanning #TaxSmartRetirement For more information visit Thrivent.com/social. While 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

We’ll help you: 🔍 Calculate your RMD 🛡️ Minimize tax impact 💸 Explore charitable RMDs (QCDs) Don’t wait — October is a smart time to get ahead of the rush. #RMDReminder #RetirementPlanning #TaxSmartRetirement For more information visit Thrivent.com/social. While 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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

The market shifts, and so does life. A year-end portfolio review ensures your investments still align with your goals. 🎯 Bonus: A little prep now = less stress in April. Let’s tidy up your finances and start 2026 with clarity. #PortfolioReview #FinancialGoals #YearEndPlanning #TaxPrep #MoneyMindset #InvestSmart For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

The market shifts, and so does life. A year-end portfolio review ensures your investments still align with your goals. 🎯 Bonus: A little prep now = less stress in April. Let’s tidy up your finances and start 2026 with clarity. #PortfolioReview #FinancialGoals #YearEndPlanning #TaxPrep #MoneyMindset #InvestSmart For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.

We will help you: 🎯 Define what retirement looks like for you 📉 Understand your investment risk tolerance 📂 Choose the right accounts for tax efficiency 💬 Review & adapt your plan over time For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

We will help you: 🎯 Define what retirement looks like for you 📉 Understand your investment risk tolerance 📂 Choose the right accounts for tax efficiency 💬 Review & adapt your plan over time For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

We want to help you live your best life. #LiveYourBestLife #FinancialPlanning #PlanWithPurpose For disclosure information, see thrivent.com/social.

We want to help you live your best life. #LiveYourBestLife #FinancialPlanning #PlanWithPurpose For disclosure information, see thrivent.com/social.