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.
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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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For more information visit Thrivent.com/social.
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
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.
#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.
Get ahead on tax season by organizing your documents and looking for potential deductions or credits. April will thank you. 📂
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.
Happy Thanksgiving! 🍁
This season, we're reflecting on the countless blessings we've been given. 🙏 From the support of loved ones to the opportunities to make a difference each day, we're reminded that God is good—all the time.
Wishing you the very best this Thanksgiving.
Are misconceptions about annuities holding you back from securing the income protection and tax-deferred growth your plan is missing?
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.
We get excited at the opportunity to serve clients from all walks of life. From couples or individuals at the starting phase of their journey, to those with a solid financial and life footing whom we can help guide as time goes on, we’re here for you.
📌https://bit.ly/3BSNfmC
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.
#finance #wealth #community
Our team features innovative, knowledgeable and compassionate professionals with a shared vision to help our clients achieve their most important financial goals and dreams.
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With the year coming to an end, now’s the time for a financial check-in. What can be done to still maximize 2024? Let’s reflect, adjust, and plan for an even stronger 2025!
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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.
#finance #wealth #community
#YearEndCheckIn #FinancialPlanning #NewYearPrep
Getting it done early helps reduce stress and gets your financial plans are on track. Have questions or need help? We're here to guide you through it. Let's make sure you're ready before time runs out!
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.
Start planning for retirement, today!
https://connect.thrivent.com/voyage-financial-advisors
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. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration
Taking time to honor those who have served this Veterans Day. Thank you for the sacrifices you have made for our country.
We can help with that!
https://connect.thrivent.com/voyage-financial-advisors
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.
Even a small amount each month can make a huge impact over time. Let’s talk about easy ways to get started!
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.
#RetirementPlanning #FutureYou
Want to explore how RMD strategies that may benefit you? Let’s create a personalized strategy together!
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.