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Your Strategy  
  Creating a sound retirement income strategy will increase your confidence about making your money last throughout your lifetime.   white space Picture of retired couple
 
   

Get the help you deserve
Your Thrivent Financial representative can help you create and track your income strategy throughout your retirement years. Having a partner makes it easy to get help with understanding issues like:

  • RMDs
  • Social Security benefits
  • Medicare and Medigap coverage
  • Planning for long-term care
  • Setting up a trust


Consider a retirement income management program
A retirement income management program can help you secure regular income for life—however long that may be.  Thrivent Retirement Income OptimizerSM (TRIO), is a state-of-the-art program that you and your financial advisor can use to help manage all of your assets in retirement, regardless of where they are held.

It’s a strategy based on three simple guidelines:

1 Diversify your portfolio for long-term growth and income.
2 Progressively guarantee or “lock in” income for the long term.
3 Balance income withdrawals and investing to help make your money last.


We can help you:

  • Deal with some of the most common retirement challenges: outliving your savings, inflation risk, market volatility, and unexpected life events.
  • Determine strategies to create a regular stream of income during retirement.
  • Enjoy flexible income that fits a changing lifestyle.
  • Take advantage of tax-deferral to help protect against inflation and grow your income.
  • Assess your asset allocation to help you determine how much to invest in riskier stock market investments with higher return potential.

Contact us today to learn more.

You should work with your Thrivent Investment Management registered representative to develop a strategy based on your specific circumstances, including your investment risk tolerance and time horizon.  Thrivent does not guarantee any particular results from the use of the TRIO strategy.  Thrivent Investment Management Inc. is the investment adviser for Thrivent Retirement Income Optimizer, a fee-based retirement-income planning program.
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Appleton Office:
4321 N. Ballard Road
Appleton, WI 54919-0001 USA
800-THRIVENT
(800-847-4836)
E-mail: mail@thrivent.com

Minneapolis Office:
625 Fourth Avenue S.
Minneapolis, MN 55415-1624 USA
800-THRIVENT
(800-847-4836)
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Thrivent Financial for Lutherans, its affiliates, Financial Representatives and employees do not provide legal, accounting, or tax advice or services. This summary information is provided for your education, and to help you start preparing for retirement. It is not intended to be tax or legal advice. We strongly advise that you consult your legal and/or tax advisor before making any tax-related financial decisions.

Thrivent Financial for Lutherans, Appleton, WI 54919-0001, is authorized to conduct business in all 50 states and the District of Columbia. NAIC # 2938-56014. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Not all products described are available in all states. Thrivent Financial representatives are licensed insurance agents. Insurance and retirement products, where available, are individual contracts, (not group coverage), and issued by Thrivent Financial for Lutherans. Investment products are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, a wholly owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc.

Bank products and trust services are offered through Thrivent Financial Bank, 2000 E. Milestone Dr., Appleton, WI 54919-0006 (Member FDIC, Equal Housing Lender), a wholly owned subsidiary of Thrivent Financial for Lutherans. Insurance, investment products, securities, trust, and investment management services and accounts are not deposits, are not FDIC insured, are not insured by any federal government agency, and are not guaranteed by Thrivent Financial Bank. Variable insurance contracts, investment products, trust, and investment management accounts may go down in value.
©1995-2008 Thrivent Financial for Lutherans

This document was last updated on Friday, February 8, 2008 at 8:28 AM