Events
Understanding Annuities & Social Security with Robin Mueller
Frequent Thrivent speaker Robin Mueller offers his insights and experience to attendees on the related topics of annuities and Social Security. He highlights 8 considerations for pre-retirees who wonder about claiming Social Security as early as 62. He explains how annuities are an effective way to fund the income gap once benefits start while also discussing the pros and cons of annuities. Robin provides education on annuity settlement options, including life only, period certain, and joint and survivor. In his section on potential income taxes related to Social Security, Robin provides options for repositioning assets to avoid taxation. He also talks about the SECURE Act's impact on RMDs and gives an overview of qualified longevity annuity contracts (QLAC).
No products will be sold.
Robin Mueller is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Robin Mueller are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.
Understanding Annuities & Social Security with Robin Mueller
Understanding Annuities & Social Security with Robin Mueller
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102717
RegisterFrequent Thrivent speaker Robin Mueller offers his insights and experience to attendees on the related topics of annuities and Social Security. He highlights 8 considerations for pre-retirees who wonder about claiming Social Security as early as 62. He explains how annuities are an effective way to fund the income gap once benefits start while also discussing the pros and cons of annuities. Robin provides education on annuity settlement options, including life only, period certain, and joint and survivor. In his section on potential income taxes related to Social Security, Robin provides options for repositioning assets to avoid taxation. He also talks about the SECURE Act's impact on RMDs and gives an overview of qualified longevity annuity contracts (QLAC).
No products will be sold.
Robin Mueller is not affiliated with or endorsed by Thrivent. The views expressed in this presentation by Robin Mueller are their own and not necessarily those of Thrivent or its affiliates. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures.
No products will be sold.