KatieJane Gerling - Thrivent

05/27/2024

To all who served and sacrificed for our freedom, thank you.

05/27/2024

Retirement planning can feel like a lot. Here’s a simple checklist to help you get started. 👇

Reaching an age and financial position where retirement may be possible is a blessing. You know you have important decisions to make in the years and months leading up to this meaningful goal. You want to make sure you accomplish key preparations on schedule so you can live out the retirement…

05/20/2024

When it comes to spending your hard-earned dollars in retirement, are you a Protector, Optimizer or Explorer? Take this short quiz to find out.

This IncomeMatch fact finder is a starting point to help you develop a tailored retirement income approach that is right for your risk tolerance level.

05/12/2024

Sharing a few life lessons from moms.

Add a favorite lesson from your own mom in the comments below.�To all moms and mother figures, happy Mother’s Day!

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.

03/31/2024

Easter blessings to you and your loved ones!

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.

02/21/2024

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

Tax-efficient strategies