AT&T Employees: The Tax Window That Closes at Retirement

Exclusive Webinar for AT&T Employees:

AT&T employees have a limited window before retirement to take advantage of tax strategies that may become unavailable or less effective once they leave the company. Missing this window could mean paying more in taxes throughout retirement than necessary. In this webinar, you'll learn about Roth conversions, deferred compensation considerations, and retirement account positioning before retirement. Discover which opportunities may be worth exploring while you're still employed.

Topic: AT&T Employees: The Tax Window That Closes at Retirement
Date: 9/23/26
Time: 10:00 am PST
Platform: Click Meeting
Registration: link
Hosted by: Patrick Ray

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 Patrick Ray

Patrick Ray has been working with AT&T clients for many years and is very familiar with your benefits. His goal is to help AT&T employees successfully transition into happy retirement. Prior to working with the Retirement Group, Patrick served in the US Navy.  

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 assured. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.