Preparing for retirement checklist: Are you retirement ready?Retirement planning can feel like a lot. Here’s a simple checklist to help you get started. 👇
It's time for a summer financial check-in. How are you feeling about your finances? Always here for a quick check-in to talk through any financial concerns you’re experiencing—and to celebrate the wins, too!
3rd Quarter 2024 Market Outlook: Waiting for the FedSecond quarter economic results were mixed. What does that mean for investors looking ahead to third quarter? Take a look at Thrivent’s 3rd Quarter Market Outlook to learn more.
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.
2023 IRA contribution deadline: There's still time to maximize your savingsMaximize your retirement savings by fully contributing to your IRA before the April 15 tax deadline.
For more details on IRA contribution limits. 👇
Embrace your golden years with confidenceWhen planning for retirement, sometimes it’s best to expect the unexpected.
It’s never too late to ensure your strategy accounts for unpredictable costs in retirement, like higher taxes and increased health care.
Explore your options and reach out to discuss. 👇
Saving for retirement is one piece of the puzzle, but have you thought about your spending strategy?
A solid spending strategy helps you anticipate all your possible expenses in retirement—which is key to making your money last a lifetime.
Learn more 👉 https://bit.ly/3EGbeTW
How do required minimum distributions work?Did you know that for some retirement accounts, you must start withdrawing money by a certain age?
Learn more about required minimum distributions (RMDs) today. 👇
Wealth transfer strategies: How to leave assets to your loved onesRemember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations.
Let’s work together to create a lasting legacy. 👇🏼
Life insurance for estate planning: 5 things it can help you accomplishDid you know permanent life insurance can support a range of estate planning goals?
From paying down estate taxes to creating generational wealth, here are 5 ways it can help support your legacy. 👇🏼
How to avoid running out of money in retirement“Will I outlast my retirement savings?”
It’s a common concern, but planning for retirement shouldn’t be a guessing game.
Check out these four actionable steps to stretch your money further in retirement. 👇
2nd Quarter 2023 Market Review: Tech gains lead market, and the Fed pausesInflation continued to decline in the 2nd quarter even while the economy and the stock market remained solid – including the biggest first half gain for the NASDAQ since 1983. Catch up on all the latest economic and market developments in Thrivent’s 2nd Quarter 2023 Market Review.
Looking for a secure way to fortify your savings in a volatile market? Apply for a 7-Month Share Certificate at 5.00% APY, a limited-time special from the team at Thrivent Credit Union. Now you can build your savings securely by earning dividends with our best, newly raised rate. Learn more: bit.ly/450emoR
Bring your retirement into focusWhen financial markets feel unstable, it's easy to miss the forest for the trees of your retirement.
What's the alternative?
Take charge of the things you can control—like a retirement savings strategy that supports your big-picture goals.
Get started by exploring your options.
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.
Multipurpose Life InsuranceLife insurance is designed to protect the ones you love most. But did you know that cash value life insurance can do even more?
See how it can create more financial flexibility for your family.
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.
Do you tend to wait until the last minute to file your tax returns? Here are some reasons you should file earlier:
1) Protect your tax refund from falling into the hands of a tax return fraudster
2) Book an appointment more easily with a tax professional (they get busier as Tax Day approaches)
3) If you owe any money to the IRS, you have more time to prepare the payment before the deadline
5 powerful retirement lessons from current retireesFrom setting realistic spending expectations to diversifying your retirement savings accounts, take a look at these valuable lessons from recent retirees that you can apply to your own retirement planning.
Preparing for retirement is a journey, and having a helpful guide to answer questions, address your fears and be there for you over the long-term can make all the difference. Let’s connect and discuss a strategy for your retirement.
