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I've got valuable information and resources to share. Explore away! And check back often.

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A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount and timing can make all the difference. Your tax bracket is a planning tool. Use it. For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount and timing can make all the difference. Your tax bracket is a planning tool. Use it. For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited

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A little planning today could leave more of your hard-earned money where it belongs—with you and your family. #WealthManagement #TaxEfficient #FinancialPlanning For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional.

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A little planning today could leave more of your hard-earned money where it belongs—with you and your family. #WealthManagement #TaxEfficient #FinancialPlanning For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional.

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That's why I'm passionate about helping my clients build strategies that protect what matters most, prepare for the unexpected, and provide confidence for whatever comes next. Because the best financial plans aren't created when life is easy—they're there when life gets hard. For more information visit Thrivent.com/social. #FinancialPlanning #PlanForLife #RetirementPlanning #ProtectWhatMatters

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That's why I'm passionate about helping my clients build strategies that protect what matters most, prepare for the unexpected, and provide confidence for whatever comes next. Because the best financial plans aren't created when life is easy—they're there when life gets hard. For more information visit Thrivent.com/social. #FinancialPlanning #PlanForLife #RetirementPlanning #ProtectWhatMatters

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More options to give. More options to dream. More options to spend your time doing what matters most. For more information visit Thrivent.com/social. #FinancialFreedom #LiveWithPurpose

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More options to give. More options to dream. More options to spend your time doing what matters most. For more information visit Thrivent.com/social. #FinancialFreedom #LiveWithPurpose

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Life has a way of changing plans without asking first. A job change. A health scare. The loss of someone you love. A financial plan won't stop life's surprises, but it can help you face them with a little more confidence. https://bit.ly/3SFzXCe See thrivent.com/social for additional disclosures. #FinancialPlanning #PrepareWithPurpose

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Life has a way of changing plans without asking first. A job change. A health scare. The loss of someone you love. A financial plan won't stop life's surprises, but it can help you face them with a little more confidence. https://bit.ly/3SFzXCe See thrivent.com/social for additional disclosures. #FinancialPlanning #PrepareWithPurpose

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I enjoy helping families plant the seeds for tomorrow through personalized financial strategies that reflect what's most important to them. Whether you're planning for retirement, protecting your loved ones, or simply wondering where to start, I'm here to help you take the next step with confidence. Every meaningful financial journey begins with a conversation. See thrivent.com/social for additional disclosures. #FinancialPlanning #FinancialConfidence #RetirementPlanning #InvestWithPurpose #PlanWithConfidence

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I enjoy helping families plant the seeds for tomorrow through personalized financial strategies that reflect what's most important to them. Whether you're planning for retirement, protecting your loved ones, or simply wondering where to start, I'm here to help you take the next step with confidence. Every meaningful financial journey begins with a conversation. See thrivent.com/social for additional disclosures. #FinancialPlanning #FinancialConfidence #RetirementPlanning #InvestWithPurpose #PlanWithConfidence

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Waiting can feel comfortable. But when it comes to your finances, delaying decisions can mean missed opportunities and lost time. A small step today can make a big difference tomorrow. For more information visit Thrivent.com/social. #FinancialPlanning #RetirementPlanning #FinancialConfidence #PlanWithPurpose #FinancialWellness #TakeAction #FutureFocused

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Waiting can feel comfortable. But when it comes to your finances, delaying decisions can mean missed opportunities and lost time. A small step today can make a big difference tomorrow. For more information visit Thrivent.com/social. #FinancialPlanning #RetirementPlanning #FinancialConfidence #PlanWithPurpose #FinancialWellness #TakeAction #FutureFocused

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Helping You Keep More of What You Earn. https://connect.thrivent.com/sherri-halverson See thrivent.com/social for additional disclosures. #FaithAndFinance #FinancialPlanning #PurposeBasedPlanning #ValuesDriven #FamilyFocused #FinancialWisdom #BuildYourLegacy

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Helping You Keep More of What You Earn. https://connect.thrivent.com/sherri-halverson See thrivent.com/social for additional disclosures. #FaithAndFinance #FinancialPlanning #PurposeBasedPlanning #ValuesDriven #FamilyFocused #FinancialWisdom #BuildYourLegacy

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Roth conversions can offer more than just tax advantages. They may help reduce required minimum distributions (RMDs), create more control over taxable income, and provide tax-free assets for heirs. Every situation is unique, which is why working with our team can help determine if a Roth conversion aligns with your goals—both for retirement and beyond. #RothBenefits #RetirementIncome #LegacyPlanning #TaxEfficient #FinancialPlanning #AdvisorGuidance #LongTermWealth For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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Roth conversions can offer more than just tax advantages. They may help reduce required minimum distributions (RMDs), create more control over taxable income, and provide tax-free assets for heirs. Every situation is unique, which is why working with our team can help determine if a Roth conversion aligns with your goals—both for retirement and beyond. #RothBenefits #RetirementIncome #LegacyPlanning #TaxEfficient #FinancialPlanning #AdvisorGuidance #LongTermWealth For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

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With every interaction, I aim to empower my clients, providing confidence and tools needed throughout their journey. https://connect.thrivent.com/sherri-halverson See thrivent.com/social for additional disclosures

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With every interaction, I aim to empower my clients, providing confidence and tools needed throughout their journey. https://connect.thrivent.com/sherri-halverson See thrivent.com/social for additional disclosures

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.

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.

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