5 Tax Planning Strategies AT&T Employees Need to Know in 2026!

Exclusive Webinar for AT&T Employees:

Tax rules are expected to shift in 2026, which may affect income brackets, deductions, and how retirement distributions are taxed. This webinar highlights five key tax planning strategies AT&T employees should understand as these changes approach. We’ll cover topics such as timing of income, Roth conversion considerations, capital gains treatment, and how different sources of retirement income are taxed.

We’ll also discuss how these strategies may apply differently depending on your stage of retirement, current income, and future plans. Attendees will gain a clearer understanding of how upcoming tax changes may influence financial decisions and what factors to review when planning for 2026 and beyond.

We’ll also review housing costs, healthcare availability, and lifestyle factors such as climate and proximity to family. Attendees will gain a framework for comparing locations based on both financial and personal considerations.

Topic: 5 Tax Planning Strategies AT&T Employees Need to Know in 2026!
Date: 6/10/2026
Time: 10:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Kevin Won

Topics Will Include:

1. Understanding taxes and penalties during the retirement process.
2. What exactly are taxable events and how can they be addressed through planning?
3. Understanding IRA withdrawal penalties and regulations.
4. What are some exceptions to standard IRS rules?
5. How to Prepare for a potential Tax Increase under the Biden plan.

• Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage AT&T employees to reserve their spot at the earliest to benefit from this exclusive opportunity.

For more information or to register for the webinar, please visit this link or call us at: 800-900-5867.

A little bit more about Kevin Won

Kevin Won is an expert with years of experience serving AT&T clients, possessing deep knowledge of pre- and post-retirement benefits. Passionate about his work, Kevin cherishes witnessing his clients' life journeys, often living vicariously through them.

About The Retirement Group

The Retirement Group was founded with the goal of assisting our clients in every aspect of their financial lives. We aim to provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and stability to provide financial independence.

Our staff consists of experienced professionals with a "hands-on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to pursuing their dreams.

Disclaimer

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.

Wealth Enhancement Group is not affiliated with or endorsed by AT&T. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be assured. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.