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Help your money last in retirement

A long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

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Retirement isn’t one-size-fits-all and neither are annuities. If you’re looking for an income source to supplement your retirement savings, you may want to consider an annuity. There are different types with additional features you can add-on. Let’s discuss which one may be the right fit for you.​ See thrivent.com/social for important disclosures.

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Retirement isn’t one-size-fits-all and neither are annuities. If you’re looking for an income source to supplement your retirement savings, you may want to consider an annuity. There are different types with additional features you can add-on. Let’s discuss which one may be the right fit for you.​ See thrivent.com/social for important disclosures.

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Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities: 👉 You don’t pay taxes on your earnings until you withdraw your money, which helps your money accumulate even faster. 👉 It could supplement other sources of guaranteed income, like Social Security or a pension 👉 It could provide a stable and predictable income source to cover your essential expenses in retirement. To learn more about fixed annuities: https://bit.ly/4kBW6tN

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Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities: 👉 You don’t pay taxes on your earnings until you withdraw your money, which helps your money accumulate even faster. 👉 It could supplement other sources of guaranteed income, like Social Security or a pension 👉 It could provide a stable and predictable income source to cover your essential expenses in retirement. To learn more about fixed annuities: https://bit.ly/4kBW6tN

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Can you claim early Social Security benefits? Reach out to learn more about taking Social Security benefits at age 62. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.

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Can you claim early Social Security benefits? Reach out to learn more about taking Social Security benefits at age 62. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.

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As retirement nears, it’s worth reevaluating your investments. Life changes can shift your goals, and revisiting your risk tolerance could help protect your savings.​ Ready to ensure your investments align with your goals? ➡️ https://bit.ly/4hspAZT

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As retirement nears, it’s worth reevaluating your investments. Life changes can shift your goals, and revisiting your risk tolerance could help protect your savings.​ Ready to ensure your investments align with your goals? ➡️ https://bit.ly/4hspAZT

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Focused on your dream of starting a business? Don't lose sight of your personal financial goals. Let's set up time to explore ways to protect your personal finances and strengthen your financial plan as you grow your business. See thrivent.com/social for important disclosures.

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Focused on your dream of starting a business? Don't lose sight of your personal financial goals. Let's set up time to explore ways to protect your personal finances and strengthen your financial plan as you grow your business. See thrivent.com/social for important disclosures.

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How many times have you seen someone worry about finances while grieving the loss of a loved one? With life insurance, families can protect their financial futures—so they can focus on grieving and healing together during times of loss. Let’s connect and discuss how life insurance can be tailored to your needs. See thrivent.com/social for important disclosures.

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How many times have you seen someone worry about finances while grieving the loss of a loved one? With life insurance, families can protect their financial futures—so they can focus on grieving and healing together during times of loss. Let’s connect and discuss how life insurance can be tailored to your needs. See thrivent.com/social for important disclosures.

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While taxes on Social Security benefits haven’t been eliminated, some retirees could benefit from a new, temporary federal deduction of $6,000 per eligible individual. As with most tax-related matters, the rules surrounding eligibility are nuanced. If you have questions about how this may impact your financial plan, let’s connect. 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.

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While taxes on Social Security benefits haven’t been eliminated, some retirees could benefit from a new, temporary federal deduction of $6,000 per eligible individual. As with most tax-related matters, the rules surrounding eligibility are nuanced. If you have questions about how this may impact your financial plan, let’s connect. 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.

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👉 Tip: Your withdrawal strategy matters. A thoughtful retirement withdrawal strategy can help you minimize taxes, protect your nest egg and make your savings go further. But it requires careful planning—taking into account your income sources, tax situation and lifestyle goals. If you’d like help creating a strategy to maximize your retirement savings, let’s connect. See thrivent.com/social for important disclosures.

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👉 Tip: Your withdrawal strategy matters. A thoughtful retirement withdrawal strategy can help you minimize taxes, protect your nest egg and make your savings go further. But it requires careful planning—taking into account your income sources, tax situation and lifestyle goals. If you’d like help creating a strategy to maximize your retirement savings, let’s connect. See thrivent.com/social for important disclosures.

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Thinking about your child’s future college education? 🎓 Thrivent’s College Savings Calculator can help you estimate how much you need to save for college expenses: https://bit.ly/3Q3ONOd If you’re wondering how college planning fits within your finances, let’s connect.​ See thrivent.com/social for important disclosures.

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Thinking about your child’s future college education? 🎓 Thrivent’s College Savings Calculator can help you estimate how much you need to save for college expenses: https://bit.ly/3Q3ONOd If you’re wondering how college planning fits within your finances, let’s connect.​ See thrivent.com/social for important disclosures.

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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