By understanding the aspects of taxable accounts, you'll be better equipped to build a diverse approach to achieving your short- and long-term financial goals. Connect with our team of professionals.
For more information visit 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.
Trying to get your finances on track? Learn more about healthy financial habits you can start doing today to avoid overspending and live within your means. ⬇️
https://bit.ly/40kXSrX
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Let's review the 2025 updates, together!
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Oua has been working for Thrivent since 2010. He joined the team in June of 2024. Prior to this, he has worked in primarily business and operations management roles for both medical and technology industries.
Communities Served:
Wisconsin: Eau Claire and Wausau
Minnesota: Minneapolis and St. Paul
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.
Given these upcoming changes, it’s advisable to, review your tax situation. Together, we can assess how these adjustments may impact your financial planning.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Let's review these changes together.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Visit our website to learn more about our team!
➡️https://connect.thrivent.com/voyage-financial-advisors
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Happy New Year! Wishing your family a very blessed 2025.
In September 2023, Cathy married her husband, Craig. They both share a love for outdoor activities such as snowmobiling, side-by-side riding, fishing, and campfires.
Communities Served:
Iron County, Dickinson County and surrounding counties
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.
Our team uses a holistic approach when coordinating insurance, investments, tax-efficiency, succession planning, and estate planning. Managing wealth is not our sole purpose. We believe that money is a tool, not a goal.
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. 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.
"Today in the town of David a Savior has been born to you; he is the Messiah, the Lord." - Luke 2:11
Merry Christmas! We rejoice in the birth of Jesus, the greatest gift the world ever received.
We can work with you to integrate a charitable giving program into your financial plan—one that matches your interests, values and financial priorities to help ensure a lifetime of generous giving.
For more information, see generosity (thrivent.com).
Get your contributions in by the end of this calendar year!
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You must complete QCDs by Dec. 31 for them to count toward your annual RMD.
https://connect.thrivent.com/voyage-financial-advisors
For more information visit 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.
Our associates are comprised of experienced professionals committed to developing lifelong relationships with our clients. Not only will you find our team members knowledgeable, but you will also discover that we truly care about helping you achieve your goals.
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This holiday season, give yourself the gift that keeps on giving: financial confidence. Whether it's planning for retirement, saving for a big purchase, or just making sure you're covered for the unexpected, a solid financial plan can help you feel secure and confident. Reach out to learn how we can help you prepare for a prosperous 2025!
#HolidaySeason #FinancialWellness
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Annuities combine insurance and savings into one (really useful) financial product. They can potentially guarantee income in retirement for as long as you live.
For more information, see Annuities (thrivent.com). Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Let’s make your next move with confidence.
https://connect.thrivent.com/voyage-financial-advisors
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#TransitionSuccess
Have you considered Roth conversions? Let's analyze your options! Schedule an appointment to dive deeper into your personalized strategy.
#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.
Qualified Charitable Distributions can be a smart way to give back during the season of gratitude. Reach out to us to learn how QCD's can potentially work in your strategy. 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.