Jacob McBurnie-Thrivent

04/15/2024

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.

04/08/2024

Discover how 4 expected tax law changes could affect your financial plan—and learn adjustments you can make to continue funding what matters most.

It's been six years since the Tax Cuts and Job Act (TCJA) overhauled the federal tax code, ushering in sweeping changes that affected businesses and individuals. However, after 2025, many of the act's tax law changes are scheduled to expire.

04/02/2024

Understanding 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. Investment
2. Time
3. Income tax

Musicians always hit a familiar chord with fans when they sing about life’s mysteries, like love, loss, growing up, looking back—and taxes. The Beatles and Johnny Cash, among many other familiar artists, made hits about taxes that still find their way on to playlists because everyone can relate.

03/19/2024

Fact #1: Taxes can be complicated. Fact #2: No one wants to pay more than their fair share. Cut through the jargon at our Savvy Tax Strategies workshop on March 20 to help you create an efficient retirement tax strategy and avoid common—and costly—mistakes regarding your investments, health care and estate.

Register today: bit.ly/savvytax-indy

Join us for this free workshop at 502 East Event Center in Carmel, IN at 6pm! Dinner will be served.

Hosted by the Thrivent Member Network. You do not need to be a Thrivent client to attend this event – it is open to everyone.

No products will be sold. For more information visit Thrivent.com/social.

Savvy tax strategies for your retirement.

03/18/2024

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.

03/11/2024

With 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. 👇

As you've been saving for retirement with a 401(k), IRA or other tax-advantaged account over the last several years, you've likely been relying on existing widened tax brackets, tax rates, deductions and exemptions for the basis of your future planning.

03/04/2024

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.

02/27/2024

Are you starting a new chapter in life and feeling uncertain about your finances? Let Thrivent help you with the transition, so you can feel more confident about your finances, like Debi. Learn more: https://bit.ly/3UzhNRG

02/21/2024

I’m excited to put Thrivent's refreshed company purpose and values into action. Proud to be part of an organization where clients and communities are at the heart of all we do.

02/21/2024

How tax-efficient is your retirement saving? Consider these strategies to boost your retirement readiness. 👇

Tax-efficient strategies

02/21/2024

Whether 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.

Take charge of the things you can control—like a retirement savings strategy that supports your big-picture goals.

02/15/2024

Maximize your retirement savings by fully contributing to your IRA before the April 15 tax deadline.

For more details on IRA contribution limits. 👇

The calendar may be on the verge of flipping over to 2024, but you still can contribute to an individual retirement account (IRA), even after the new year dawns. The IRA contribution deadline is the same day your income tax return is due, not including extensions. So it's not too late to maximize…