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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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Understanding the five phases of an individual retirement account (IRA)—and other tax-deferred accounts—can help you anticipate potential tax consequences and help bring your retirement dreams to life. 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. 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.

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Understanding the five phases of an individual retirement account (IRA)—and other tax-deferred accounts—can help you anticipate potential tax consequences and help bring your retirement dreams to life. 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. 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.

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Thinking about creating a giving plan? Let's connect! 📱(920) 646-3017 For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #finance #livegenerously

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Thinking about creating a giving plan? Let's connect! 📱(920) 646-3017 For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #finance #livegenerously

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These numbers were just in 2024!✨✨✨✨ #Community impact starts with collaboration. Together, we’re creating real change, right here at home. See thrivent.com/social for important disclosures.

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These numbers were just in 2024!✨✨✨✨ #Community impact starts with collaboration. Together, we’re creating real change, right here at home. See thrivent.com/social for important disclosures.

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As a Thrivent member, you gain access to numerous benefits that offer compassionate care, support, and stability during life events. https://www.thrivent.com/insights/magazine/spring-2025/the-power-of-membership See thrivent.com/social for important disclosures.

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As a Thrivent member, you gain access to numerous benefits that offer compassionate care, support, and stability during life events. https://www.thrivent.com/insights/magazine/spring-2025/the-power-of-membership See thrivent.com/social for important disclosures.

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Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️ https://bit.ly/4ikkMGH For disclosure information, see thrivent.com/social.

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Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️ https://bit.ly/4ikkMGH For disclosure information, see thrivent.com/social.

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Market uncertainty: Tariffs and economic policy drive volatility

Uncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

It can be difficult for markets to assess the impact of tariffs because they can be added or removed quickly, and there isn’t always insight into what’s coming...

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A Multi—Year Guarantee Annuity (MYGA) lets your money grow at a fixed interest rate for a pre-determined number of years. Learn more on whether a MYGA could help provide balance to your portfolio. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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A Multi—Year Guarantee Annuity (MYGA) lets your money grow at a fixed interest rate for a pre-determined number of years. Learn more on whether a MYGA could help provide balance to your portfolio. For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Join us for "IPAs & IRAs" on Tuesday, April 8 at Holidays Pub and Grill, 5533 Superior Ave, Sheboygan, WI 53083 We’ll taste-test locally brewed beer (NA Options Available), enjoy appetizers, and discuss: -How the 5 phases of an IRA relate to stages of your retirement. -How time can have a great impact on tax-deferred retirement accounts. -Strategies for reducing the taxes you and your heirs could pay. Feel free to invite your friends and family to attend. Don’t miss this opportunity to socialize and learn more about IRAs! RSVP to Rachel.clark@thrivent.com or 920-646-3017. Hosted by Financial Advisor, Sherri Halverson and Financial Advisor, Keith Grupe. Presented by Regional Business Development Consultant at Thrivent, Tim Lukasik. 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. No products will be sold.

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Join us for "IPAs & IRAs" on Tuesday, April 8 at Holidays Pub and Grill, 5533 Superior Ave, Sheboygan, WI 53083 We’ll taste-test locally brewed beer (NA Options Available), enjoy appetizers, and discuss: -How the 5 phases of an IRA relate to stages of your retirement. -How time can have a great impact on tax-deferred retirement accounts. -Strategies for reducing the taxes you and your heirs could pay. Feel free to invite your friends and family to attend. Don’t miss this opportunity to socialize and learn more about IRAs! RSVP to Rachel.clark@thrivent.com or 920-646-3017. Hosted by Financial Advisor, Sherri Halverson and Financial Advisor, Keith Grupe. Presented by Regional Business Development Consultant at Thrivent, Tim Lukasik. 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. No products will be sold.

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#Preparation is important when it comes to your finances. Time to connect! 📱 920-646-3017 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.

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#Preparation is important when it comes to your finances. Time to connect! 📱 920-646-3017 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.

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The power of #time and #discipline. 📱 920-646-3017 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.

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The power of #time and #discipline. 📱 920-646-3017 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.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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