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2024 Tax Information

Thrivent Annuity & Life Insurance Tax Form Availability & Instructions

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Clients that hold Thrivent Annuity and Insurance products will receive a tax form from Thrivent.

Anticipated Availability of Tax Forms

  • Annuities- early February
  • Life Insurance- early February

 

Instructions to Access Tax Forms on Thrivent.com

  • Thrivent Tax Form Instructions
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Disclosures:

Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “Thrivent Advisor Network”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Client Relationship Summary, Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures for a full description of services, fees and expenses, available at www.thriventadvisornetwork.com. Thrivent Advisor Network, LLC’s Advisory Persons may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA's Broker Check for more information about our Advisory Persons.

Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Cedar Cove Wealth Partners and Thrivent Advisor Network, LLC are not affiliated companies.

Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. www.thrivent.com/disclosures. TIMI and Cedar Cove Wealth Partners are not affiliated companies.

  • Achieving Your Goals
    • Plan For the Future
    • Give Back
    • Navigate the Uncertainty
  • Working Together
    • Financial Planning
    • Building a Legacy
    • Preparing for Uncertainty
    • FAQ
  • Who We Are
    • Our Team
    • Thrivent Partnership
    • Community
  • Connect
    • Contact Us
    • Blog
    • Events
  • Client Access