S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable OutlookProud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️
Preparing for retirement checklist: Are you retirement ready?Retirement planning can feel like a lot. Here’s a simple checklist to help you get started. 👇
Income Match Assessment | ThriventWhen it comes to spending your hard-earned dollars in retirement, are you a Protector, Optimizer or Explorer? Take this short quiz to find out.
May 2024 Market Update: April showers dampen investors’ optimismMarkets experienced a bit of bumpy road in April. Read more about why Thrivent Asset Management is promoting patience for both stock and bond investing in the May 2024 Market Update.
Long term care insurance solutions | ThriventEven if you’re healthy today, the chance of needing extended care increases as you age. That’s why there’s CareForward™️ from Thrivent—a blend of long-term care insurance and life insurance. Take a closer look to see if this option could be right for you.THRIVENT FINANCIAL FOR LUTHERANS, Appleton, WI. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited. This contract has exclusions, limitations, and terms under which the benefits may be reduced, or the contract may be discontinued. For costs and complete details of coverage, contact your licensed insurance agent/producer.ICC22 31232TApplies only in the following states: AK , AL , AR , CO , GA , IA , ID , IL , KS , KY , LA , MA , MD , ME , MI , MN , MO , MS , NC , NE , NH , NM , NV , OH , OK , OR , PA , RI , SC , TN , TX , UT , VA , VT , WA , WI , WV , WY
24% of U.S. adults surveyed said not saving enough for the future is their biggest financial regret. One simple tip to avoid an in-the-moment purchase you may regret later: wait a while! The time you put between wanting something and making the decision to buy it can help you decide if the item is worthwhile.
Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.
Tax bracket implications on Tax Cuts & Jobs Act (TCJA) sunsetDiscover how 4 expected tax law changes could affect your financial plan—and learn adjustments you can make to continue funding what matters most.
Who can you nominate for the Live Generously®️ award? This award recognizes significant acts of service and generosity.Nominate a friend, family member, neighbor or colleague who embraces a lifestyle of generosity or who saw a challenge and came up with a creative solution to help.Nominations are open through April 27. Send yours in today! 👉 https://bit.ly/3IY117J
This spring, let's celebrate inspiring individuals in your community! Thrivent is calling for Live Generously®️ award nominations. This award recognizes individuals for significant acts of service and generosity. ⭐Do you have a friend, family member, neighbor or colleague who embraces a lifestyle of generosity and has made a meaningful difference this past year? Did they see a challenge and come up with a creative solution to help?Submit your nomination through April 27 👉 https://bit.ly/3IY117J
Working tax efficiency into your financial strategyUnderstanding how your assets are taxed—and making adjustments now—can have a significant impact on your future. Diversification is key to building tax efficiency into your plan. Learn more about each type ⬇️1. Investment2. Time3. Income tax
Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts?Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden.See thrivent.com/social for important disclosures.
TCJA set to expire: Tax moves to consider if you're nearing or in retirementWith tax brackets changing at the end of 2025, now is a good time to tune-up your retirement strategy. Consider these tax moves to get started. 👇
Do you have the right strategies in place to minimize taxes in retirement? Together, we can review your current situation and explore options to help reduce your tax burden.See thrivent.com/social for important disclosures.
Bring your retirement into focusWhether retirement is far off or fast approaching, now’s the time to plan. Here’s how you can take charge of the four stages of the retirement journey. 👇If you’d like to have a discussion about retirement planning, let’s connect.
2023 IRA contribution deadline: There's still time to maximize your savingsMaximize your retirement savings by fully contributing to your IRA before the April 15 tax deadline.For more details on IRA contribution limits. 👇
