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How Will Interest Rates Affect Pension Lump-Sums in 2023?

 

 

Interest rates are rising, and if that trend continues AT&T employees could see a reduction in their pension lump-sum!

 

 

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Here you will find more free ebooks as well as a library of video webinars hosted by TRG advisors

Looking For More Information? Check Out These Popular Ebooks

Retiring From AT&T

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When retiring from AT&T, it is important to understand what information is important for you. In this book, we address what you should ask when requesting your benefits statement, how to request a lump-sum payment or monthly type of annuity, and your options for your savings plans.

Lump-Sum Option Vs. Annuity

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In this ebook, we'll evaluate how interest rates potentially affect your pension lump-sum payout, how you can potentially recreate a paycheck in retirement & how to minimize taxes and penalties during the retirement planning process.

AT&T Retirement Guide

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You will learn strategies and tips to potentially increase your AT&T PensionLump-Sum401(k) SavingsValue InvestmentTax PlanningSocial Security benefits and earnings. You can also expect to receive updates on industry-related issues that may concern the AT&T workforce.