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Two Part Financial Workshop with Thrivent
May 14, 2025 @ 5:00 pm - 6:30 pm
Part Two | May 14 – 5:00 pm
Part two has been cancelled and may be rescheduled at a later date.
Hosted by Stephanie R Colgate, BFA™ and Zachary W.J. Schut. Light hors d’oeuvres (dinner?) will be served.
Five Phases of an IRA
There’s a shift in your mindset when you switch from saving and investing all those years to spending that money – and paying taxes on it. There are many options if your goal is to grow, spend and give more of your wealth. But it takes planning.
- 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.
During this session, we’ll also examine why making the most of Social Security has a lot to do with when you apply for benefits.
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. See thrivent.com/social for important disclosures. 27764-13M N1-24