News and Insights
Business Owners:
If you're concerned about lowering your taxable income this year, consider the following possibilities:
-Deduct the business expenses associated with your motor vehicle, using either the standard mileage allowance or your actual business-related vehicle expenses to calculate your deduction
-Buy supplies for your business late this year that you would normally order early next year
-Purchase depreciable business equipment, furnishings, and vehicles this year
-Deduct the appropriate portion of business meals and travel expenses
-Write off any bad business debts
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While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. 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.
These portfolios, built by Thrivent Asset Management, LLC are designed for investors looking to align their finances with how they live and what they believe by seeking to avoid investments in companies that may conflict with their values. They are fully diversified and are focused on asset accumulation. They are designed for a range of risk tolerances, to help you continue meeting your financial goals as they evolve over time.
📲(210) 477-8801
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While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.
Achieve financial #clarity, #confidence and #purpose as you work toward your financial goals and dreams.
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No matter how much your estate is worth, a will is important.
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While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
You can put off taking #distributions until you really need the income. Or, you can leave the entire balance to your beneficiary without ever taking a single distribution.
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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.
Stay informed about updates that could affect your tax return by following our page and scheduling an appointment for expert insights and advice.
📲(210) 477-8801
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While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Are you ready to be in #retirement mode? Schedule an appointment to start preparing.
📱(210) 477-8801
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.
Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.
📱(210) 477-8801
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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Our mission is to help empower future-focused individuals and families to make thoughtful, informed financial choices that reflect their values, generous spirit and unique life goals.
📲(210) 477-8801
For additional disclosure, see thrivent.com/social
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
How will your decisions today impact your family 100 years from now?
https://www.thrivent.com/insights/financial-planning/building-a-meaningful-legacy For disclosure information, see thrivent.com/social
Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.
📱(210) 477-8801
For additional disclosure, see thrivent.com/social
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
How will recent Social Security changes affect you?
You're invited to our workshop, Savvy Social Security!
At this informative session, you'll learn more about: • Social Security and strategies for maximizing your benefits. • The ideal time to apply for Social Security. • Ways to minimize taxes on Social Security benefits.
During this session, we’ll examine why making the most of Social Security has a lot to do with when you apply for benefits.
April 18 | 6:30pm | Zoom
RSVP to: https://bit.ly/3IPFoq2
No products will be sold. For disclosure information, see thrivent.com/social
Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
As Tax Day approaches, let's turn stress into strategy! We're here to help you navigate the complexities. From maximizing deductions to optimizing investments, we've got you covered. Don't let tax season overwhelm you – let's work together to protect your financial future with confidence.
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. 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.
đź•‘Time to meet and review your overall strategy.
📲(210) 477-8801
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Looking at all the pages of your package can be a confusing tasks. Together, we can look through them in detail.
📱(210) 477-8801
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.
Use the below link to schedule a meeting with Karly:
https://bit.ly/46zLjKk
Schedule an appointment with Nick using the below links:
Virtual meeting: https://bit.ly/3rSaTuU
In-person meeting: https://bit.ly/46v21dw
Schedule an appointment with Nick using the below links!
Virtual meeting: https://bit.ly/3rSaTuU
In-person meeting: https://bit.ly/46v21dw
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.
Together, we'll review and measure the effectiveness of your existing financial strategies.
📲(210) 477-8801
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. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
We want to be sure people understand this. When you hear tax changes will “only affect people who make over $400k a year”! That means “anyone who makes over $400k in any given year”! Think about that. There could very easily be a year where you inherit or earn an unusual amount of income. Sell a farm, transition an estate, sell a second home, someone dies, sell family land or assets, sell a business? Instantly XXX % gone to tax. In many cases 40+ %. Be smart. Learn your options.
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. For disclosure information, see thrivent.com/social
Connect with us to build a strategy based on your goals and values.
📲(210) 477-8801
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.
The end of 2025 will mark the Tax Cuts and Jobs Act sunset and the closing of a window of opportunity.
As you weigh all your options, consider connecting with us. We can help you fully understand each decision's financial implications for you and for your beneficiaries.
📱(210) 477-8801
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. 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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