Exclusive Webinar for AT&T Employees:
Geographic location can significantly influence AT&T retirees' long-term financial outlook through state tax treatment of pension income, 401(k) distributions, and Social stability benefits, along with cost of living differences that affect retirement budgets. This webinar analyzes retirement destinations that may offer favorable financial considerations for AT&T employees, examining how different states tax pension income and retirement account withdrawals. You'll learn about cost of living factors, healthcare expenses, climate considerations, and proximity to family that influence retirement location decisions. We'll explore state-specific tax strategies, relocation timing considerations, and evaluation frameworks that help you choose a retirement location that supports both your financial goals and lifestyle preferences.
Topic: AT&T Relocations: Which States Take a Huge Percentage of Your Paycheck?
Date: 7/1/26
Time: 12:00 pm PST
Platform: Click Meeting
Registration: link
Hosted by: Kevin Won
Topics Will Include:
- Learn about tax-friendly states for retirees and how tax laws can impact your overall retirement income and savings.
- Understand how mortgage rates can impact your overall housing costs and long-term financial planning in retirement.
- Discover how regional variations in the cost of living can impact your retirement budget and lifestyle choices.
- Understand how housing prices can affect your retirement plans, including downsizing, relocating, or purchasing a second home for retirement.
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.