Exclusive Webinar for AT&T Employees:
Tax laws change over time, and many AT&T employees wonder whether their current tax bracket could look different in the future. Waiting too long to evaluate Roth conversion opportunities may limit available options.
In this webinar, we'll discuss how Roth conversion ladders work, why some AT&T employees may want to explore them before retirement, and the timing considerations involved. Learn how gradual conversions may fit into a broader retirement income strategy and what factors may influence the decision.
Topic: AT&T Employees: Waiting on Roth Conversions Could Cost You Thousands
Date: 8/12/26
Time: 12:00 pm PST
Platform: Click Meeting
Registration: link
Hosted by: Wesley Boudreaux
Topics Will Include:
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 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.