Events

5 Phases of an IRA

Palm Lutheran Church

11 W Cherry St., Palmyra, PA 17078

Attend this event if you’re about to shift from saving and investing to spending your money in retirement – and paying taxes on it. It takes planning to grow, spend and give more of your wealth. At Five Phases of an IRA you will discover strategies for reducing the taxes you and your heirs could pay.

• How the 5 phases of an IRA relate to stages of your retirement.

• How time can have a great impact on tax-deferred retirement accounts.

• Strategies for reducing the taxes you and your heirs could pay.

These sessions are hosted by the Choice Financial Group.

No products will be sold.

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

5 Phases of an IRA

Palm Lutheran Church

11 W Cherry St., Palmyra, PA 17078

form

101248

Register

Attend this event if you’re about to shift from saving and investing to spending your money in retirement – and paying taxes on it. It takes planning to grow, spend and give more of your wealth. At Five Phases of an IRA you will discover strategies for reducing the taxes you and your heirs could pay.

• How the 5 phases of an IRA relate to stages of your retirement.

• How time can have a great impact on tax-deferred retirement accounts.

• Strategies for reducing the taxes you and your heirs could pay.

These sessions are hosted by the Choice Financial Group.

No products will be sold.

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

No products will be sold.

Ready to Connect?

Tell us how to get in touch.

* required

First Name *

Last Name *

Email *

Mobile *

Zip Code *

Message *

By sending this request, I agree that Thrivent or a Thrivent financial professional may contact me at the phone number(s) I provided, even though I may be on a Do Not Call Registry and/or it may be a wireless number.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

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

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.