AT&T Employees: When's The Optimal Moment For A Roth Conversion?

Exclusive Webinar for AT&T Employees:

We will be having a webinar for AT&T employees on when would be the optimal time to implement a Roth conversion. The webinar will be on: The webinar will be on: Wednesday, January 31st at 10AM PST. We’ll cover the many changes happening at AT&T over the last few months. You can sign up for the webinar by clicking below:

Topic: AT&T Employees: When is the Right Time for a Roth Conversion? 
Date: 1/31/2024
Time: 10:00 am PST
Platform: Zoom
Registration: Link
Hosted by: Wesley Boudreaux

Topics Will Include:

• -Exploring Roth Conversions: Strategies to Optimize Retirement Planning.
• -Tax-Smart Retirement: Reducing Taxable Events with Roth Conversions.
• -Understanding IRA withdrawal penalties and regulations.
• -What exactly are taxable events and how can they be reduced?
•  

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 their 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

The Retirement Group is not affiliated with nor endorsed by AT&T. We are an independent financial advisory group that focuses on transition planning and lump sum distribution. Neither The Retirement Group or Osaic Wealth, Inc provide tax or legal advice. Please call our office at 800-900-5867 if you have additional questions or need help in the retirement planning process.

The Retirement Group is a Registered Investment Advisor not affiliated with Osaic Wealth, Inc and may be reached at www.theretirementgroup.com.