Jerry Sunde - Thrivent

When it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️

Working tax efficiency into your financial strategy 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.

At Thrivent, our work is grounded in helping people be wise with money and live lives of purpose and generosity.
The 2025 Thrivent Annual Report offers a thoughtful look at how the organization continues to serve members, give back to communities, and remain financially strong.
If you’re interested, you can view the report here: https://bit.ly/4shN8W5

Spring cleaning isn't just for your home – it's the perfect time to declutter your finances, too. Check out these 8 simple steps to help you tidy up your money habits and set the stage for financial growth. >> https://bit.ly/4htPeNa