Sarah Hoffman - Thrivent

10/26/2026

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Looking to make a meaningful impact with your charitable giving while maximizing tax benefits? This guide explores different charitable giving strategies and how they can help you support the causes you care about in a tax-efficient way.

10/23/2026

Here's a cheat sheet with some common terms you might encounter during open enrollment. Keep it handy as you make your benefit decisions.

10/21/2026

A qualified charitable distribution (QCD) can be a smart way to turn a required withdrawal into a meaningful gift.

A QCD allows you to give directly from your IRA to a nonprofit you care about. It can count toward your required minimum distribution (RMD), potentially lower your taxable income and even help manage your future Medicare costs.

Find out more. ⬇️

Qualified charitable distributions (QCDs) allow people 70½ or older to donate required minimum distributions (RMDs) from an individual retirement account (IRA) and gain potential tax benefits.

10/19/2026

Charitable giving is one of the most powerful ways to live your values, support your community and create a lasting legacy.

To make the most of your generosity, consider a strategy called charitable bunching. By grouping multiple years of donations into a single tax year, you may be able to increase your deductions—while still supporting the causes you love every year.

Explore whether charitable bunching is right for you. ⬇️

Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.

Discover how charitable bunching can help you make the most of your generosity and unlock valuable tax savings. Learn how this strategy works, who it benefits and how to get started.

10/16/2026

A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.

Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.

For additional interest rates and other important information: https://bit.ly/4qauUq7

See thrivent.com/social for important disclosures.

10/14/2026

If you’re age 55 or older, you may be able to access your 401(k) early. Reach out to learn more about the rule of 55 and how it may impact your retirement planning.

See thrivent.com/social for important disclosures.

10/12/2026

A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.

Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.

For additional interest rates and other important information: https://bit.ly/4fIaSQk

See thrivent.com/social for important disclosures.

10/09/2026

Can you claim early Social Security benefits? Reach out to learn more about taking Social Security benefits at age 62.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. See thrivent.com/social for important disclosures.

10/07/2026

Feel like financial responsibilities are pulling you in different directions? A financial plan can help you connect the dots between where you are, where you want to go and what matters most along the way.

Taking the time to create a financial plan offers a roadmap for reaching your financial goals—emotional and financial. Learn how a financial plan helps organize income, savings, investments and insurance to balance your priorities for the future.

10/05/2026

Between ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can:

• See if you qualify and how much extra you may be eligible to contribute.
• Understand the factors that may influence this decision.
• Evaluate if contributing more—or another strategy—makes the most sense for your goals.

Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.