Exclusive Webinar for AT&T Employees:
If you’re an AT&T employee under age 59 ½, there are several options available for taking a distribution. However, certain factors should be considered to help limit the likelihood of penalties or additional taxes. This webinar will cover 72(t), post-55 separation, and other available strategies to help you make more informed decisions about your retirement assets.
Topic: AT&T Employees: 4 Ways to Access Retirement Funds Penalty-Free
Date: 6/25/2025
Time: 10:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Wesley Boudreaux
Topics Will Include:
- Leveraging 72(t) Provisions: Early Withdrawals for Retirement Income.
- Exploring 72(t) Withdrawals: Supplementing Retirement Income.
- Navigating 72(t) Tax Planning: Optimizing Retirement Income and Taxes.
- How to withdraw money from your 401(k) or IRA before age 59 ½.
- Spaces are limited, and we anticipate a high turnout given the importance of the topic. We encourage AT&T employees to secure 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 Wesley Boudreaux
Wesley Boudreaux has been working with AT&T clients for more than 20 years allowing him to become very familiar with retirement benefits plans. This allows him to provide you with a full understanding of your benefits as you transition into retirement.
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 security 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 guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.