SURPRISED BY YOUR TAX RESULT?

You don't have to be.

Do Your Taxes Catch You By Surprise?

Another tax season has come and gone.

Perhaps you jumped for joy after receiving a larger refund than you expected – or maybe you found yourself in shock over how much you had to pay in this year.

Bottom line: When it comes to taxes, don't let the outcome catch you by surprise. With the help of the What-If Tax Calculator, you can better understand the impact that your financial strategies have on your taxes – and gain valuable insight to help make adjustments for the future.

The Conversation Starts Here

Understanding how your taxes are impacted by your financial strategy can help you prepare for the future.

Call 800-345-4588 or provide the information below and we'll connect you with an experienced Thrivent Financial professional who can walk you through the What-if Tax Calculator and help you determine your next steps.

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Your Financial Strategy & Taxes

One key to understanding tax impacts is having a financial strategy – one that's crafted in a way to help maximize your tax efficiencies so you can meet your goals.

Your financial strategy – and how you structure it – has tax implications that are worth considering now, not just when it comes time to file your taxes.

That's where a Thrivent Financial professional can help. While they cannot provide tax advice, they can help you create a well-rounded financial strategy that keeps tax efficiency top-of-mind.

As part of the conversation, they can walk you through the What-If Tax Calculator – a unique tool designed to help you better understand the federal income tax implications of your financial decisions.

For example, you'll be able to look back at your 2018 federal income taxes and see how different financial strategy decisions – had they been applied this past filing season – could have affected your outcome.

Specific areas of your strategy that you may want to re-evaluate for tax efficiencies could include:

RETIREMENT SAVINGS

Are you better off contributing to a traditional IRA or Roth IRA?

COLLEGE PLANNING

How might updated rules for 529 plans affect your decisions?

CHARITABLE GIVING

Does it make sense for you to give an amount over a period of time? Or as a lump sum?

LEGACY PLANNING

How could you pass your assets directly to your beneficiaries income tax-free?

Get Values-Driven Guidance

Thrivent Financial professionals offer personalized guidance to help ensure your financial strategy aligns with your specific values so you can meet your goals.

They can partner with you and your tax professional to help provide a full understanding of your options, allowing you to make the most of what you have.

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