Ready to thrive in Retirement?

Join us for an exclusive webinar featuring Eric W. Bilger, FIC, Financial Advisor at Thrivent.

Eric will share expert insights and practical strategies for managing your retirement income and assets, navigating estate planning with confidence, and investing in a more tax-efficient way.

Whether you're approaching retirement, recently retired or already enjoying your golden years, this session offers valuable guidance to help you plan with clarity and confidence.

RSVP at https://bit.ly/UpperMidwestMar3-5

The following topics will be discussed during this complimentary educational webinar:

Managing your retirement income

• Building steady income from pensions, IRAs, 401(k)s and more

• Understanding and maximizing Social Security benefits

• The importance of guaranteed income products

• Planning for longevity—what if you live longer than expected?

• The impact of market ups and downs on your income

Estate planning essentials

• Key legal documents everyone should consider

• Understanding probate and how it works

• The importance of keeping beneficiary designations up-to-date

• Which assets may be subject to taxes, no matter the size of your estate

• Charitable giving strategies and opportunities

Retirement assets and accounts

• Investment options for building your IRA portfolio

• Navigating RMD rules and requirements

• Understanding Qualified charitable distributions (QCDs)

• SECURE Act 2.0: What you need to know

• How IRA distributions and inheritance are taxed

• Inherited IRAs: rules and tax implications

Tax-efficient investing

• How fixed and variable annuities fit into a retirement plan

• Alternatives to traditional CDs

• Positioning investments for interest rate changes

• What does recent tax legislation mean for retirees?

• Understanding tax-deferred investment options

No products will be sold. 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 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. Advisory services available through investment adviser representatives only. Thrivent.com/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

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