To be eligible for these qualifying distributions, you must meet a five-year holding period requirement. In addition, one of the following must apply:
You have reached age 59½ by the time of the withdrawal
The withdrawal is made because of disability
The withdrawal is made to pay first-time home-buyer expenses ($10,000 lifetime limit)
The withdrawal is made by your beneficiary or estate after your death
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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.
💡Need a fresh perspective on your investments? We're here to provide you with innovative ideas to progress your strategy.
(715) 544-1122
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.
As a company that cares and as people who are emotionally and financially invested in this region, we get involved by supporting events, causes and groups that enrich the lives of everyone who lives here. #CommunityImpact
📱(715) 544-1122
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Create a strategic plan to protect your business, ensure a seamless and equitable transition, and establish a lasting legacy through your estate.
📱(715) 544-1122
For disclosure information, see thrivent.com/social
Together, we'll review and measure the effectiveness of your existing financial #strategies.
📲(715) 544-1122
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.
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.
📱(715) 544-1122
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
We're here to help you navigate the complexities of the "what if's".
For additional disclosure, 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.
🚴♂️ Ready to pedal towards financial freedom? Just like a well-maintained path, working with a financial advisor helps create a smooth journey to your financial goals. With expert guidance, you'll navigate twists, turns, and bumps with confidence. Let's ride towards a confident financial future together! 🛣️💰
📲(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.
Connect with our team to build a strategy based on your goals and values.
📲(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.
How will you be using your next Action Team? ❤️ #makeadifference
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We get to know you and your financial picture to help create a plan that changes as your life does.
📲(715) 544-1122
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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.
#finance #wealth #thrive
Wishing you and your family a very blessed Easter.
Thrivent Asset Management, LLC selects investment products that TAM believes do not invest in securities that may conflict with certain commonly held Christian values, either as a result of a screening process or because the securities that may conflict with certain commonly held Christian values are not found in a particular asset class, such as government and municipal bonds.
📲(715) 544-1122
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Scott joined Thrivent as a financial advisor in 2015. We are excited he joined the Voyage team in February! In summer, you will find him working on his lawn or spending time on a beach in Door County.
📧Scott.Thompson@Thrivent.com
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We want to help you get the most out of your life and your #legacy.
📲715-544-1122
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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.
📲(715) 544-1122
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.
Let's schedule time to determine if permanent life insurance is a fit for you.
📲(715) 544-1122
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.
#lifeinsurance
The dreaded parallelogram season....
We'll review your financial situation and provide personalized strategies to minimize your tax burden.
📲(715) 544-1122
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.
#tipoftheday
Stay informed about updates that could affect your tax return by following our page and scheduling an appointment for expert insights and advice.
📲(715) 544-1122
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.