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Insights

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

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Tax bracket implications on Tax Cuts & Jobs Act (TCJA) sunset

Discover how 4 expected tax law changes could affect your financial plan—and learn adjustments you can make to continue funding what matters most.

It's been six years since the Tax Cuts and Job Act (TCJA) overhauled the federal tax code, ushering in sweeping changes that affected businesses and...

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Working tax efficiency into your financial strategy

Understanding how your assets are taxed—and making adjustments now—can have a significant impact on your future. Diversification is key to building tax efficiency into your plan. Learn more about each type ⬇️ 1. Investment 2. Time 3. Income tax

Musicians always hit a familiar chord with fans when they sing about life’s mysteries, like love, loss, growing up, looking back—and taxes. The Beatles and...

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As a Thrivent financial advisor, Chandel integrates her faith into her work. She’s built a career serving clients who value the purpose-based advice she gives that helps them reach their financial goals. Explore the opportunity to work with purpose as a Thrivent financial advisor: thriventcareers.com/3VhAHNd

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As a Thrivent financial advisor, Chandel integrates her faith into her work. She’s built a career serving clients who value the purpose-based advice she gives that helps them reach their financial goals. Explore the opportunity to work with purpose as a Thrivent financial advisor: thriventcareers.com/3VhAHNd

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Grow your own business as a Thrivent financial advisor. Along the way, you’ll have the support of a Fortune 500 company backed by a 120-year legacy. Discover more about the financial advisor career: thriventcareers.com/3Ty6GHH

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Grow your own business as a Thrivent financial advisor. Along the way, you’ll have the support of a Fortune 500 company backed by a 120-year legacy. Discover more about the financial advisor career: thriventcareers.com/3Ty6GHH

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Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts? Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden. See thrivent.com/social for important disclosures.

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Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts? Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden. See thrivent.com/social for important disclosures.

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— For their game — For school pickup — For the moments you don’t want to miss A career as a financial advisor allows you to make a great living and be there for your family. If you’re interested in the role (and the flexibility it provides), let’s chat. Discover more: thriventcareers.com/be-there

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— For their game — For school pickup — For the moments you don’t want to miss A career as a financial advisor allows you to make a great living and be there for your family. If you’re interested in the role (and the flexibility it provides), let’s chat. Discover more: thriventcareers.com/be-there

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TCJA set to expire: Tax moves to consider if you're nearing or in retirement

With tax brackets changing at the end of 2025, now is a good time to tune-up your retirement strategy. Consider these tax moves to get started. 👇

As you've been saving for retirement with a 401(k), IRA or other tax-advantaged account over the last several years, you've likely been relying on existing...

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Do you have the right strategies in place to minimize taxes in retirement? Together, we can review your current situation and explore options to help reduce your tax burden. See thrivent.com/social for important disclosures.

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Do you have the right strategies in place to minimize taxes in retirement? Together, we can review your current situation and explore options to help reduce your tax burden. See thrivent.com/social for important disclosures.

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Bring your retirement into focus

Whether 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.

Take charge of the things you can control—like a retirement savings strategy that supports your big-picture goals.

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How to plan for taxes in retirement

How tax-efficient is your retirement saving? Consider these strategies to boost your retirement readiness. 👇

Tax-efficient...

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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