Print the page
Add to a Calendar using iCal
Share page on Facebook
This link opens in a new window
Add to Google Calendar
This link opens in a new window
Share page on Twitter
This link opens in a new window
The Five Phases of an IRA In-Person / Online
Thrivent’s “5 Phases of an IRA” workshop is designed to help individuals—especially those nearing or in retirement—understand how their Individual Retirement Accounts (IRAs) evolve over time and how to manage them strategically to minimize tax burdens.
Key Learning Points
Retirement Stages & IRA Phases: The workshop connects five distinct IRA phases to stages of retirement:
- Accumulation – Building your IRA through contributions.
- Opportunity Zone – Strategic tax planning before Required Minimum Distributions (RMDs) begin.
- RMDs – Understanding mandatory withdrawals and their tax implications.
- First Death – Planning for the surviving spouse or partner.
- Second Death – Legacy planning and minimizing taxes for heirs.
Registration has closed.
This event is free and open to the public. The program will also be livestreamed for those unable to attend in person. Registration is required.