Wealth transfer strategies: How to leave assets to your loved ones
Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
Worried about how economic shifts could affect your retirement plan?
Like death and taxes, market ups and downs are inevitable. The key is building resiliency into your strategy—so you can weather volatility and stay on track toward your goals.
Learn how: https://bit.ly/46vkXKq
Please join us to learn from special guest speaker, Eric W. Bilger, FIC Financial Advisor for Thrivent, as he shares strategies around managing your retirement income and assets, estate planning and tax efficient investing. This webinar is designed for anyone who will be retiring soon, has recently retired, or is well into their retirement.
RSVP at https://bit.ly/Golden525
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. See thrivent.com/social for additional disclosures. 27764-12FB R2-24
Retirement can feel like it’s a lifetime away—until suddenly it’s not.
Here’s the truth: The earlier you start saving, the more time your money has to grow. Thanks to compound growth, even small contributions in your 20s or 30s can make a meaningful difference in retirement.
Ready to kick-start your retirement savings? Start here: https://bit.ly/4gyZZin
Both traditional and Roth IRAs can be a powerful, tax-advantaged way to grow your retirement savings outside of a workplace plan. However, some key differences may impact your taxes, the timing of your withdrawals—and potentially your available savings.
Wondering which option is right for you? Here’s what you need to know: https://bit.ly/3KcjPnB
Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older.
See thrivent.com/social for important disclosures.
If you have life insurance coverage through your employer, it may not be enough to fully cover your needs. Let’s assess your situation and determine your next steps.
See thrivent.com/social for important disclosures.
Great news! Thrivent is maintaining its strong financial ratings from Moody’s Ratings, reflecting our ongoing financial strength and stability. These ratings reflect our excellent financial profile, business fundamentals and performance. Proud to be part of an organization that is financially strong and committed to serving clients for the long-term!
Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.
Take control of your everyday money decisions with Thrivent. Our free 1:1 coaching program through Money Canvas®️ is a great step to help you spend smarter and save more. 🌟
🔗 thrivent.com/moneycanvas
What is a variable annuity & how does it work?
A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs. Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
There are many different ways to prepare for a college education—whether it's for your child or yourself. Let's set up time to discuss what options are right for you.
See thrivent.com/social for important disclosures.
Thinking of selling your home and renting during retirement? Whether you’re nearing retirement or already there, here are a few pros and cons to consider before making the move.
🏠 Owning provides stability, but home maintenance and the rising cost of utilities and insurance can be challenging.
🔑 Renting may offer greater flexibility and fewer responsibilities, but rising rents and housing uncertainty may pose a risk.
Weighing your options? Let’s connect. Together, we can evaluate your goals, finances and future plans and determine the best path forward for you.
See thrivent.com/social for important disclosures.