Give every asset a purpose
You've worked hard to build a life you love. Now decide what your money is meant to do, so you can support what matters today while creating a lasting impact for the people and causes you care about.
Make the most of what you’ve worked hard for
You may feel confident in what you’ve saved for retirement, but what about what you’ll pass on? By giving each asset a clear purpose—whether to support your life today or to start sharing with others—you can make thoughtful decisions and adjustments to help get the most from what you’ve built.
Why this matters now
Giving each asset a clear purpose is only part of the equation. The type of account an asset is held in can also affect how it’s taxed when passed on to others. With recent changes to retirement inheritance rules, reviewing both the role of your assets and how they’re positioned today can help ensure more of what you’ve built reaches the people and causes you care about.
Bottom line: The sooner you act, the more flexibility you have over what’s passed on.
Bottom line: The sooner you act, the more flexibility you have over what’s passed on.
A clearer path ahead
When your money has a clear role, everything comes into better focus—supporting the decisions you make today while allowing for adjustments over time.
Move forward with confidence
Your Thrivent financial advisor can review your financial assets and help make sure each one is working to support your income needs and the meaningful impact you want to have on others.
Act early for more control
Connect with your Thrivent financial advisor to clarify the roles you want your money to play and to better understand how your current setup—and default tax rules—may shape what gets passed on.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
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