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📌It’s retroactive to Jan 1, 2025 📉 Phased down starting in 2030 #SALTRelief #TaxBreaks #WealthStrategy For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Let us help you build a retirement strategy that reflects your values and supports the life you envision. https://connect.thrivent.com/voyage-financial-advisors #RetireWithConfidence #FaithDrivenFinance #ThriventWisdom 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

Because real advice starts with real conversations. 🔗 Book your intro call today—it’s the first step toward a plan you can believe in. #GuidedByValues #FaithDrivenFinance #FinancialAdvisor 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.

Due to the OBBBA, individual tax rates remain at: 10% • 12% • 22% • 24% • 32% • 35% • 37% For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #TaxPlanning #OBBBA

Our goal is to give you expert advice—so you can make informed decisions, at your own pace. We’re here when you’re ready. https://connect.thrivent.com/voyage-financial-advisors 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 #VoyageFinancialAdvisors #ObjectiveAdvice #FinancialFreedom #NoPressurePlanning #TransparentFinance

Because your financial strategy should grow with you. https://connect.thrivent.com/voyage-financial-advisors 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 #VoyageFinancialAdvisors #PersonalizedPlanning #FinancialClarity #FlexibleFinance #YourPlanYourLife

Your journey matters to us. https://connect.thrivent.com/voyage-financial-advisors #VoyageFinancialAdvisors #LifelongPlanning #StartStrongFinishStronger #FinancialWellness #EveryStepOfTheWay For more information visit Thrivent.com/social.

And we’ll be here if and when you’re ready to implement. (715) 544-1122 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 #VoyageFinancialAdvisors #DedicatedPlanning #YouAreInControl #ClarityAndConfidence #PlanningOnYourTerms

Ready to ride the wave for long-term goals? http://bit.ly/3ZHiH09 #StockMarket #EquityInvesting #Wealth For disclosure information, see thrivent.com/social.

Welcome to a different kind of financial journey. https://connect.thrivent.com/voyage-financial-advisors For disclosure information, see thrivent.com/social. #VoyageFinancialAdvisors #FinancialPlanningWithHeart #CoreValues #ClientCentered #FinancialJourney #BetterWay

It’s More Than Managing Wealth. https://connect.thrivent.com/voyage-financial-advisors #VoyageFinancialAdvisors #ComprehensivePlanning #LegacyBuilding #SmartMoneyMoves #LiveYourLegacy #HolisticFinance

Excellent short read---->https://bit.ly/4kJ89Gj For disclosure information, see thrivent.com/social.

Whether you’re early in your career or looking to retire soon, I’m here to walk with you every step of the way. 📞 Let’s build a plan rooted in your values and vision. (715) 544-1122 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 #FaithBasedFinance #FinancialWellness #Thrivent

We can help you: 🧾 Build sustainable income in retirement 💸 Coordinate Social Security and savings 📊 Minimize tax impact 🛡️ Include protection for unexpected life events Let’s craft a strategy that helps you live the life you’ve envisioned—now and in the future. #MoneyTip #SocialSecurityStrategy #FinancialFreedom 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. 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.

Protect your most valuable asset: your ability to earn. https://connect.thrivent.com/voyage-financial-advisors #IncomeProtection #FinancialSecurity #DisabilityInsurance 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.

The right time depends on your health, income needs, longevity expectations & more. Let’s create a personalized plan! 📱(715) 544-1122 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. 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. #SocialSecurity #RetirementPlanning #FinancialWellness #WealthWisdom

Thank you for using your God-given gifts to make a difference. #livegenerously For more information visit Thrivent.com/social.

We’re here to help you reach your most meaningful goals—through financial guidance that’s as personal as it is professional. https://connect.thrivent.com/voyage-financial-advisors #VoyageFinancialAdvisors #PurposeDrivenPlanning #ClientFocused #ThriventPartner #WhereMoneyMeansMore For disclosure information, see thrivent.com/social.

Have you considered Roth conversions? Let's analyze your options! Schedule an appointment to dive deeper into your personalized strategy. https://connect.thrivent.com/voyage-financial-advisors #TaxPlanning #RothConversion #RetirementPlanning #FinancialFreedom 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. 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.

Because your legacy deserves more than a portfolio—it deserves a thoughtful plan that reflects your values and vision. https://connect.thrivent.com/voyage-financial-advisors #HolisticWealth #FinancialAdvisor #VoyageDifference #SmartMoneyMoves #LegacyPlanning For disclosure information, see thrivent.com/social.