Joshua Senkbeil- Thrivent

Apply for a Thrivent Action Team! ❤️Use the promo code SOS2024 when you apply and receive a surprise and delight as a thank you!
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Your personalized path to achieving financial clarity.
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Search for using filters like award type, school type, field of study and more!
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Keep in mind that these services can be provided on their own or together for a more
holistic strategy.
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Learn about your options!
📲(262) 338-8601
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While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.

Take some time to discover your options.
📱(262) 338-8601

For more information visit Thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Explore the possibilities by scheduling an appointment.
📲(262) 338-8601
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
As long as the insurance remains in force. Future insurability exists when a GPO or GIO rider is purchased at issue as a juvenile, subject to coverage limitations. Riders are optional and available for an additional cost.

I'm honored to help families create legacies that transcend generations, creating a lasting impact for years to come. Let's work together to protect your family's financial future and leave a legacy that inspires greatness. 💡
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

According to Thrivent’s Retirement Readiness survey, 20% of the retired survey respondents noted they are concerned that they underestimated the money needed for basic living expenses. Another 15% wished they had dreamed bigger while planning for retirement. Start preparing, today.
📱(262) 338-8601

For more information visit Thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Explore the possibilities!
📱(262) 338-8601

For disclosure information, see thrivent.com/social
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.

We help you preserve and conserve your estate during and after your life.
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Your should be certain even when everything else isn't.

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Consider all of your options......
Here are a few:
-Leave it with your former employer
-Roll it over to your new employer
-Roll it over into an IRA
-Cash it out

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While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules.There may be benefits to leaving your account in your employer plan, if allowed. You will continue to benefit from tax deferral, there may be investment options unique to your plan, fees and expenses may be lower, plan assets have unlimited protection from creditors under Federal law, there is a possibility for loans, and distributions are penalty free if you terminate service at age 55+. Consult your tax professional prior to requesting a rollover from your employer plan.

To all who served and sacrificed for our freedom, thank you.

If you have questions or want to learn more about how to confidently plan for your future, come talk to me.

For disclosure information, see thrivent.com/social
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

I can provide you with expertise, objectivity, time-saving, risk management, accountability, and access to resources that can help you achieve your financial goals.
📲(262) 338-8601

For more information visit Thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

planning isn't an exact science. But together, we can prepare a strategy.
📱(262) 338-8601

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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Start with your goals and determine what you want your golden years to look like. By having an end goal in mind, you’ll have a better idea of how much you need to save in your nest egg.

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Time to reflect on what you're doing today to plan for your .
📱(262) 338-8601
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

You can put off taking distributions until you really need the income. Or, you can leave the entire balance to your beneficiary without ever taking a single distribution.
📲(262) 338-8601
For disclosure information, see thrivent.com/social
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Understanding the five phases of an individual retirement account (IRA)—and other tax-deferred accounts—can help you anticipate potential tax consequences and help bring your retirement dreams to life.

For disclosure information, see thrivent.com/social
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Contact my office to learn more!

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I'm committed to providing the very best to our members.

📲(262) 338-8601

For more information visit Thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Time to connect! Don't put off any of these steps.
(262) 338-8601

For more information visit Thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Thrivent Asset Management, LLC selects investment products that TAM believes do not invest in securities that may conflict with certain commonly held Christian values, either as a result of a screening process or because the securities that may conflict with certain commonly held Christian values are not found in a particular asset class, such as government and municipal bonds.
📲(262) 338-8601

For more information visit Thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Learn more about IRAs and start planning for a more confident future.
📲(262) 338-8601

For disclosure information, see thrivent.com/social
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

No matter where you're at in your journey, I can help you gain confidence going into the future.
📲(262) 338-8601
For disclosure information, see thrivent.com/social
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

wealth is about so much more than money.⬇️⬇️
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Together, we can explore different tax-efficient investment strategies. Contact me today to learn more.
📲(262) 338-8601
For disclosure information, see thrivent.com/social
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.