AT&T Retirees: Year-End RMD Decisions That Could Lower Your 2026 Tax Bill

Exclusive Webinar for AT&T Employees:

Once the calendar turns to January, several valuable tax-planning opportunities disappear for the year. AT&T retirees taking Required Minimum Distributions often miss planning strategies that could impact their overall tax picture. This webinar explores year-end considerations such as Qualified Charitable Distributions, Roth conversions, and distribution timing strategies. Attend to learn which opportunities may still be available before the year-end deadline passes.

Topic: AT&T Retirees: Year-End RMD Decisions That Could Lower Your 2026 Tax Bill
Date: 10/14/26
Time: 12:00 pm PST
Platform: Click Meeting
Registration: link
Hosted by: Wesley Boudreaux

Topics Will Include:

1. How year-end Required Minimum Distribution decisions can affect your overall tax picture.
2. What Qualified Charitable Distributions are and how they may fit with RMDs.
3. How Roth conversions may relate to year-end distribution planning for AT&T retirees.
4. What distribution timing strategies can be considered before the year-end deadline passes.

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 Wesley Boudreaux

Wesley Boudreaux has been working with AT&T clients for more than 20 years, allowing him to become very familiar with retirement benefit 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 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 offered 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.