How to buy Thrivent Mutual Funds

We’re delighted you’re considering Thrivent Mutual Funds. No matter how you buy, we’re here to help you invest with confidence.

Buy online through Thrivent Funds

 

You can open an account and purchase funds right on our site.

Why buy online?

  • Set up an account starting with as little as $50 per month1
  • Access your online account at your convenience.
  • Purchase funds without transaction fees or sales charges.

 

Buy through a financial professional

 

Need more guidance? Ask your financial professional about Thrivent Mutual Funds.

Why work with a financial professional?

  • Receive investment help from an experienced professional.
  • Build a relationship through in-person meetings.
  • Get help planning for life’s goals such as saving and retirement.

Additional fees may apply, when working with a financial professional.

 

Buy through an investment account

 

Our funds can be purchased through other online brokerage platforms. Search for Thrivent Mutual Funds when making your selections.

Why buy through a brokerage account?

  • Add Thrivent Mutual Funds to investments within your existing portfolio.
  • Take advantage of your account to keep your investments in one place.

Additional fees may apply.

 


Not quite ready?

 

We want you to invest your money wisely and with confidence. Here are some other options that may help you.

 

Need more help?

 

Call or email us.
1-800-847-4836

M-F, 8 a.m. – 6 p.m. CT
Say “ThriventFunds.com” for faster service.
Contactus@Thriventfunds.com or,
Visit our support page

 

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Tax Resource Center

SEP and SIMPLE IRAs Tax FAQs

Why doesn’t the amount shown on Form 5498 match the amount of my employer contributions and salary deferrals for my SEP IRA or SIMPLE IRA?

SEP and SIMPLE IRA contributions reported on Form 5498 were received in your account during the calendar year.

It is an IRS requirement that all contributions to a SEP or SIMPLE IRA be reported on the Form 5498 for the year they are deposited to the account, regardless of the year for which they are intended. It is the SEP or SIMPLE account owner's responsibility to report to the IRS for the year in which the contribution should apply.

 

If I take a distribution from my SIMPLE IRA before age 59½, is there a penalty for early withdrawal?

Generally, distributions from any IRA before age 59½ are subject to a 10% IRS early withdrawal penalty unless an exception applies. If a distribution from a SIMPLE IRA is taken within two years of the date of your first contribution to the SIMPLE IRA, the distribution is subject to a 25% early withdrawal penalty instead of the 10% early withdrawal penalty. After two years, if the early withdrawal penalty still applies, it reverts to 10%.

Distributions taken within the first two years of participation will be indicated with code S in Box 7 on your Form 1099-R.

See FAQs about Early Distribution Penalties.

 

 


At Thrivent Mutual Funds, we recommend you consult your tax advisor to make sure you’re getting the most out of your investments. Thrivent Mutual Funds and their representatives cannot provide legal or tax advice.