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EDUCATION CENTER

We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the transitioning ATT employee. The Retirement Group educates employees who are transitioning or retiring from Fortune 500 companies throughout the United States.

Step 3: Browse our Resources for ATT Employees

  • ➡ Watch Our Webinars On Various ATT Topics
  • ➡ Check Out Our E-book Library
  • ➡ Listen To Our Podcasts From Our Advisors
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AT&T Employees Face The Largest Pension Drop in a Generation

AT&T Employees Face The Largest Pension Drop in a Generation

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AT&T Employees: Will Your Pension Lump Sum Drop Due to Interest Rates?

AT&T Employees: Will Your Pension Lump Sum Drop Due to Interest Rates?

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The Top 5 Places for AT&T Employees to Retire

The Top 5 Places for AT&T Employees to Retire

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AT&T Employees: How Can You Access Retirement Funds Penalty-Free?

AT&T Employees: How Can You Access Retirement Funds Penalty-Free?

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AT&T Retirement? Pick the Best Date for Your Highest Benefit

AT&T Retirement? Pick the Best Date for Your Highest Benefit

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Legacy AT&T Employees: 3 Must-Know Pension Tips for 2025

Legacy AT&T Employees: 3 Must-Know Pension Tips for 2025

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AT&T Employees: 3 Strategies for Managing Stress Amid Market Fluctuations

AT&T Employees: 3 Strategies for Managing Stress Amid Market Fluctuations

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Plan Now: 3 Key Steps to Boost Your Pension as an AT&T Employee

Plan Now: 3 Key Steps to Boost Your Pension as an AT&T Employee

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Big Decision: 3 Steps to Help AT&T Employees Choose the Lump Sum or Annuity

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Cut AT&T Healthcare Costs in 2025 5 Tips You Cant Afford to Miss!

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Q&A for AT&T Employees: Pension Timing on Retirement

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Big Changes Coming: How AT&T’s 2025 Rates Impact Your Payout

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How AT&T’s 2025 Rate Changes Could Drastically Affect Your Pension

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AT&T Pension Q&A: How Interest Rates Affect Your Take-Home

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AT&T Retirement Paperwork Process

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Beat Rising AT&T Healthcare Costs in 2025 with These 5 Tips

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Big Changes Coming: How AT&T’s 2025 Rates Impact Your Payout

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New AT&T Rates! Will Your Pension Increase?

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AT&T Employees: Interest Rate Changes are Coming, Are You Prepared?

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AT&T Employees: Should Your Investment Strategy Change in an Election Year?

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Q&A for AT&T Employees: Annuity vs. Lump Sum - Tax Implications

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Q&A for AT&T Employees: Impact of Leaving Before Interest Rate Changes

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Q&A for AT&T Employees: 401(k) Rollover vs. Company Plan

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Q&A for AT&T Employees: Optimizing 401(k) for $1M Retirement Goal

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5 Mid-Year Tax Strategies AT&T Employees NEED to Know

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5 Tips for Managing Rising AT&T Healthcare Expenses in 2024

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How to Retire From AT&T with $1,000,000 Saved: 5 Key Tips

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Q&A for ATT Employees: Annuity vs. Lump Sum Pension Decision

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Q&A for ATT Employees: Severance Impact on Pension

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2024 Pension Planning for AT&T Employees: 4 Essential Strategies

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Big Decision: 3 Steps to Help AT&T Employees Choose the Lump Sum or Annuity

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Q&A for AT&T Employees: Allocating Pension for Healthcare Savings

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Q&A for AT&T Employees: Changing Lump Sum to Annuity Post-Retirement

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Q&A for AT&T Employees: Annuity vs. Lump Sum Taxation

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Q&A for AT&T Employees: Lump Sum and Annuity Payment Options

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Q&A for AT&T Employees: Identifying Your Plan Type

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Q&A for AT&T Employees: Locking in Your Lump Sum Rate

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Q&A for AT&T Employees: Pensions and Severance Packages

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AT&T Employees: Lump Sum Strategies, Avoid Running Out of Money

AT&T Employees: Lump Sum Strategies, Avoid Running Out of Money

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AT&T Craft Employees: 2024 Pension Planning

AT&T Craft Employees: 2024 Pension Planning

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Q&A for ATT Craft Employees: How Interest Rates Affect Pensions

Q&A for ATT Craft Employees: How Interest Rates Affect Pensions

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Q&A for ATT Craft Employees: Tax-Free Roth IRA Withdrawals

Q&A for ATT Craft Employees: Tax-Free Roth IRA Withdrawals

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Legacy AT&T Employees: Get Answers About Your Pension Benefits

Legacy AT&T Employees: Get Answers About Your Pension Benefits

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Q&A for Legacy AT&T Employees: Inflation & Your Pension Plan

Q&A for Legacy AT&T Employees: Inflation & Your Pension Plan

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ATT Employees: Avoid 5 Key 401(k) Mistakes to Boost Your Savings

ATT Employees: Avoid 5 Key 401(k) Mistakes to Boost Your Savings

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AT&T Employees: Should you take a Lump Sum or Annuity When Rates Decline?

AT&T Employees: Should you take a Lump Sum or Annuity When Rates Decline?

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Q&A for AT&T Employees: Combining Annuity & Lump Sum

Q&A for AT&T Employees: Combining Annuity & Lump Sum

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Q&A for AT&T Employees: Pension Deferment Duration

Q&A for AT&T Employees: Pension Deferment Duration

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Rate Declines May Boost AT&T Lump Payouts

Rate Declines May Boost AT&T Lump Payouts

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Q&A for AT&T Employees: Annuity vs. Lump Sum in Fluctuating Rates

Q&A for AT&T Employees: Annuity vs. Lump Sum in Fluctuating Rates

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Q&A for AT&T Employees: Increase Your 2024 Lump Sum

Q&A for AT&T Employees: Increase Your 2024 Lump Sum

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5 tips for Managing Rising AT&T Healthcare Expenses in 2024

5 tips for Managing Rising AT&T Healthcare Expenses in 2024

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att-employees-retire-on-purpose-with-purpose

att-employees-retire-on-purpose-with-purpose

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Q&A for AT&T Non Management: Interest Rates, Inflation and MORE!

Q&A for AT&T Non Management: Interest Rates, Inflation and MORE!

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Q&A for AT&T Employees: 401(k) Loan Retirement Impacts

Q&A for AT&T Employees: 401(k) Loan Retirement Impacts

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Q&A for AT&T Employees: Navigating Post-Retirement Pension Adjustments

Q&A for AT&T Employees: Navigating Post-Retirement Pension Adjustments

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Q&A for AT&T Employees: Retire Early at 50s Without Fees?

Q&A for AT&T Employees: Retire Early at 50s Without Fees?

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ATT employees: How the Upcoming Election Will Impact Your Portfolio

ATT employees: How the Upcoming Election Will Impact Your Portfolio

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Q&A for AT&T Employees: Election Impact on Stock & ESOPs

Q&A for AT&T Employees: Election Impact on Stock & ESOPs

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Q&A for AT&T Employees: Increase Pension & 401(k) Stability

Q&A for AT&T Employees: Increase Pension & 401(k) Stability

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AT&T Employees' Guide to Pension Planning in 2024: What You Need to Know

AT&T Employees' Guide to Pension Planning in 2024: What You Need to Know

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Q&A for AT&T Employees: Economic Impact on Pension Funding

Q&A for AT&T Employees: Economic Impact on Pension Funding

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Q&A for AT&T Employees: Interest Rates & Annuity Concerns

Q&A for AT&T Employees: Interest Rates & Annuity Concerns

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Q&A for AT&T Employees: Mixing Annuity & Lump Sum Payouts

Q&A for AT&T Employees: Mixing Annuity & Lump Sum Payouts

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Q&A for AT&T Employees: Safeguarding Lump-Sum Retirement Payouts

Q&A for AT&T Employees: Safeguarding Lump-Sum Retirement Payouts

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Top Return-to-Work FAQs for AT&T Employees

Top Return-to-Work FAQs for AT&T Employees

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Q&A for AT&T Employees: Timing Your Pension for Optimal Benefits

Q&A for AT&T Employees: Timing Your Pension for Optimal Benefits

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Q&A for AT&T Employees: Annuity vs. Lump Sum Dilemma

Q&A for AT&T Employees: Annuity vs. Lump Sum Dilemma

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Q&A for AT&T Employees: Deferring Pension for Favorable Rates

Q&A for AT&T Employees: Deferring Pension for Favorable Rates

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Q&A for AT&T Employees: Impact of High Mortgage Rates on Relocation

Q&A for AT&T Employees: Impact of High Mortgage Rates on Relocation

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Q&A for AT&T Employees: Relocation and Layoff Precautions

Q&A for AT&T Employees: Relocation and Layoff Precautions

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Q&A for AT&T Employees: Tax Impacts - Annuity vs. Lump Sum

Q&A for AT&T Employees: Tax Impacts - Annuity vs. Lump Sum

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Q&A for AT&T Employees: Using Retirement Savings for Higher Mortgage

Q&A for AT&T Employees: Using Retirement Savings for Higher Mortgage

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Should AT&T Employees Take the Lump-Sum or Annuity when rates change?

Should AT&T Employees Take the Lump-Sum or Annuity when rates change?

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2023 vs. 2022: Evaluating ATT Pension Drops Amidst Rising Rates

2023 vs. 2022: Evaluating ATT Pension Drops Amidst Rising Rates

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ATT Retirement Paperwork Process

ATT Retirement Paperwork Process

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Retire in 2023 or 2024? Act Now on ATT Pension Drops Amidst Rising Rates

Retire in 2023 or 2024? Act Now on ATT Pension Drops Amidst Rising Rates

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ATT Employees: Interest Rate Changes are Coming are You Prepared?

ATT Employees: Interest Rate Changes are Coming are You Prepared?

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Q&A for AT&T Employees: Deadline for Current Interest Rates

Q&A for AT&T Employees: Deadline for Current Interest Rates

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Q&A for AT&T Employees: Navigating Lump Sum Reductions

Q&A for AT&T Employees: Navigating Lump Sum Reductions

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Q&A for AT&T Employees: Rising Rates' Impact on Pensions

Q&A for AT&T Employees: Rising Rates' Impact on Pensions

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Legacy ATT Employees: Top Questions on Pension Benefits

Legacy ATT Employees: Top Questions on Pension Benefits

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Q&A for AT&T Employees: Deferring Your Pension

Q&A for AT&T Employees: Deferring Your Pension

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Q&A for AT&T Employees: Rate Trends & Lookback

Q&A for AT&T Employees: Rate Trends & Lookback

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Q&A for AT&T Employees: Understanding Lookback

Q&A for AT&T Employees: Understanding Lookback

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Retiring from AT&T? Will Your Lump Sum be Reduced by Rising Interest Rates?

Retiring from AT&T? Will Your Lump Sum be Reduced by Rising Interest Rates?

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Q&A for AT&T Employees: Changes to Lump Sum - What's Next?

Q&A for AT&T Employees: Changes to Lump Sum - What's Next?

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Q&A for AT&T Employees: High Rates and Choosing the Annuity Option

Q&A for AT&T Employees: High Rates and Choosing the Annuity Option

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Q&A for AT&T Employees: Protecting Your Annuity from Financial Risks

Q&A for AT&T Employees: Protecting Your Annuity from Financial Risks

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Q&A for AT&T Employees: Timing Lump Sum with Lower Interest Rates

Q&A for AT&T Employees: Timing Lump Sum with Lower Interest Rates

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Top Questions ATT Employees Ask About Returning To Work

Top Questions ATT Employees Ask About Returning To Work

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Making the Right Choice: Retiring from ATT or Returning to the Office?

Making the Right Choice: Retiring from ATT or Returning to the Office?

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Q&A for AT&T Employees: Increasing Pension & 401(k) Withdrawals

Q&A for AT&T Employees: Increasing Pension & 401(k) Withdrawals

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Q&A for AT&T Employees: Ineligibility & Pension Implications

Q&A for AT&T Employees: Ineligibility & Pension Implications

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Q&A for AT&T Employees: RTO Consequences & Unemployment Eligibility

Q&A for AT&T Employees: RTO Consequences & Unemployment Eligibility

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Changes to AT&T Retiree Pensions: PBGC No Longer Insured

Changes to AT&T Retiree Pensions: PBGC No Longer Insured

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Q&A for AT&T Employees: Assessing Reinsurer Stability at Athene

Q&A for AT&T Employees: Assessing Reinsurer Stability at Athene

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Q&A for AT&T Employees: Monitoring Athene Insurance's Financial Health

Q&A for AT&T Employees: Monitoring Athene Insurance's Financial Health

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Q&A for AT&T Employees: PBGC Coverage After Pension Transfer Explored

Q&A for AT&T Employees: PBGC Coverage After Pension Transfer Explored

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Q&A for AT&T Employees: Pension Transfer to Athene Insurance Unraveled

Q&A for AT&T Employees: Pension Transfer to Athene Insurance Unraveled

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Q&A for AT&T Employees: Analyzing In-Service Pension Plan Withdrawals

Q&A for AT&T Employees: Analyzing In-Service Pension Plan Withdrawals

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Q&A for AT&T Employees: Are You Eligible for Withdrawals

Q&A for AT&T Employees: Are You Eligible for Withdrawals

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Q&A for AT&T Employees: Purchasing Value in Your 401(K)

Q&A for AT&T Employees: Purchasing Value in Your 401(K)

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Q&A for AT&T Employees: Using a 401(K) Withdrawal to Buy a 5-Year CD

Q&A for AT&T Employees: Using a 401(K) Withdrawal to Buy a 5-Year CD

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Q&A for AT&T Employees: Defeating Inflation

Q&A for AT&T Employees: Defeating Inflation

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Q&A for AT&T Employees: Retirement Goals and Delaying Social Security

Q&A for AT&T Employees: Retirement Goals and Delaying Social Security

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Q&A for AT&T Employees: Understanding RMDs

Q&A for AT&T Employees: Understanding RMDs

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Q&A for AT&T Employees: What is a Backdoor Roth IRA?

Q&A for AT&T Employees: What is a Backdoor Roth IRA?

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ATT Employees: How to Retire on Purpose, with Purpose

ATT Employees: How to Retire on Purpose, with Purpose

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How to protect your AT&T 401k in a Volatile Market?

How to protect your AT&T 401k in a Volatile Market?

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Q&A for AT&T Employees: Annuity Pension Payouts and Social Security Benefits

Q&A for AT&T Employees: Annuity Pension Payouts and Social Security Benefits

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Q&A for AT&T Employees: Changing Your Pension Payout Decision

Q&A for AT&T Employees: Changing Your Pension Payout Decision

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Q&A for AT&T Employees: Inflation's Impact on Annuity vs. Lump Sum Pension Payout

Q&A for AT&T Employees: Inflation's Impact on Annuity vs. Lump Sum Pension Payout

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Q&A for AT&T Employees: Key Factors for Pension Payouts - Lump Sum vs. Annuity

Q&A for AT&T Employees: Key Factors for Pension Payouts - Lump Sum vs. Annuity

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Q&A for AT&T Employees: Preventing Fraud and Scams When Receiving Lump Sum

Q&A for AT&T Employees: Preventing Fraud and Scams When Receiving Lump Sum

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Q&A for AT&T Employees: Retirement Fund Protection - Annuity vs. Lump Sum Payment

Q&A for AT&T Employees: Retirement Fund Protection - Annuity vs. Lump Sum Payment

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Should AT&T Employees Take the Lump-Sum or Annuity when rates change?

Should AT&T Employees Take the Lump-Sum or Annuity when rates change?

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AT&T Makes Changes to Healthcare in 2024: How Will You be Affected?

AT&T Makes Changes to Healthcare in 2024: How Will You be Affected?

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Q&A for AT&T Employees: Is it true Social Security pays for Medicare?

Q&A for AT&T Employees: Is it true Social Security pays for Medicare?

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Q&A for AT&T Employees: Open Enrollment & Retirement before 65

Q&A for AT&T Employees: Open Enrollment & Retirement before 65

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Q&A for AT&T Employees: Strategies for Out of Pocket Expenses

Q&A for AT&T Employees: Strategies for Out of Pocket Expenses

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Q&A for AT&T Employees: Will the 2024 Healthcare Plan affect my family benefits?

Q&A for AT&T Employees: Will the 2024 Healthcare Plan affect my family benefits?

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Q&A for AT&T Employees: Difference between Post-55 & other tax planning strategies

Q&A for AT&T Employees: Difference between Post-55 & other tax planning strategies

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Q&A for AT&T Employees: How to Apply for Post-55 Separation Tax Benefits

Q&A for AT&T Employees: How to Apply for Post-55 Separation Tax Benefits

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Q&A for AT&T Employees: Post-55 & Tax Favorable Implications

Q&A for AT&T Employees: Post-55 & Tax Favorable Implications

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Q&A for AT&T Employees: Rule of 55 Tax Benefits

Q&A for AT&T Employees: Rule of 55 Tax Benefits

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How AT&T Employees Can Use The Rule of 55 to Retire Early!

How AT&T Employees Can Use The Rule of 55 to Retire Early!

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Q&A for AT&T Employees: Family Benefits in 2024

Q&A for AT&T Employees: Family Benefits in 2024

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Q&A for AT&T Employees: HRA and Out of Pocket Expenses

Q&A for AT&T Employees: HRA and Out of Pocket Expenses

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Q&A for AT&T Employees: Retiring Before 65 and the Healthcare Exchange

Q&A for AT&T Employees: Retiring Before 65 and the Healthcare Exchange

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Q&A for AT&T Employees: Roth Conversions and the Cost of Medicare Premiums

Q&A for AT&T Employees: Roth Conversions and the Cost of Medicare Premiums

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Q&A for AT&T Employees: Social Security & Medicare

Q&A for AT&T Employees: Social Security & Medicare

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AT&T Employees Brace for Healthcare Costs to Rise Over The Next 3 Years

AT&T Employees Brace for Healthcare Costs to Rise Over The Next 3 Years

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AT&T Employees Brace for Healthcare Costs to Rise Next 3 Years

AT&T Employees Brace for Healthcare Costs to Rise Next 3 Years

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Q&A for AT&T Employees: Benefits for Families in 2024

Q&A for AT&T Employees: Benefits for Families in 2024

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Q&A for AT&T Employees: Medicare & Social Security

Q&A for AT&T Employees: Medicare & Social Security

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Q&A for AT&T Employees: Open Enrollment for the Healthcare Exchange

Q&A for AT&T Employees: Open Enrollment for the Healthcare Exchange

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Q&A for AT&T Employees: Out of Pocket Healthcare Costs

Q&A for AT&T Employees: Out of Pocket Healthcare Costs

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Q&A for AT&T Employees: Roth Conversion & Medicare Premiums

Q&A for AT&T Employees: Roth Conversion & Medicare Premiums

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AT&T Employees: 2023 Pension Planning

AT&T Employees: 2023 Pension Planning

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Q&A for AT&T Employees: Does Your Pension Adjust for Inflation?

Q&A for AT&T Employees: Does Your Pension Adjust for Inflation?

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Q&A for AT&T Employees: Partial Lump Sum & Partial Annuity

Q&A for AT&T Employees: Partial Lump Sum & Partial Annuity

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Q&A for AT&T Employees: Retirement & Pension Forms

Q&A for AT&T Employees: Retirement & Pension Forms

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Q&A for AT&T Employees: Taking Advantage of 2023 Interest Rates

Q&A for AT&T Employees: Taking Advantage of 2023 Interest Rates

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Q&A for AT&T Employees: Buying an Annuity or Taking an Annuity

Q&A for AT&T Employees: Buying an Annuity or Taking an Annuity

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Q&A for AT&T Employees: Grandfathered Employee and Inflation

Q&A for AT&T Employees: Grandfathered Employee and Inflation

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Q&A for AT&T Employees: Locking in a Lower Rate

Q&A for AT&T Employees: Locking in a Lower Rate

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Q&A for AT&T Employees: RMDs and Taking a Distribution

Q&A for AT&T Employees: RMDs and Taking a Distribution

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Q&A for AT&T Employees: Tax Differences for a Lump Sum & Annuity option

Q&A for AT&T Employees: Tax Differences for a Lump Sum & Annuity option

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Q&A for AT&T Employees: Why do I only have an annuity option?

Q&A for AT&T Employees: Why do I only have an annuity option?

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Q&A for AT&T Employees: Legacy Employee & Lump Sum Payout

Q&A for AT&T Employees: Legacy Employee & Lump Sum Payout

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AT&T Employees: When is the Right Time for a Roth Conversion?

AT&T Employees: When is the Right Time for a Roth Conversion?

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Q&A for AT&T Employees: Breakeven Point on a Roth Conversion

Q&A for AT&T Employees: Breakeven Point on a Roth Conversion

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Q&A for AT&T Employees: Roth Conversion & Your Portfolio

Q&A for AT&T Employees: Roth Conversion & Your Portfolio

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Q&A for AT&T Employees: Roth Conversion Calculation

Q&A for AT&T Employees: Roth Conversion Calculation

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Interest Rate News! December 2022 Interest Rates for AT&T Employees

Interest Rate News! December 2022 Interest Rates for AT&T Employees

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Q&A for AT&T Employees: Commencement Date Window

Q&A for AT&T Employees: Commencement Date Window

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Q&A for AT&T Employees: Do I take the Annuity with Interest Rates so High?

Q&A for AT&T Employees: Do I take the Annuity with Interest Rates so High?

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Q&A for AT&T Employees: Pension Lump Sums

Q&A for AT&T Employees: Pension Lump Sums

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Should AT&T Employees Take the Lump-Sum or Annuity When Rates Rise in November 2022?

Should AT&T Employees Take the Lump-Sum or Annuity When Rates Rise in November 2022?

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Q&A for AT&T Employees: How are Stocks in your 401(k) are Affected with Rising Rates

Q&A for AT&T Employees: How are Stocks in your 401(k) are Affected with Rising Rates

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Q&A for AT&T Employees: Inflation's Impact on Growth vs Value Stocks

Q&A for AT&T Employees: Inflation's Impact on Growth vs Value Stocks

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Q&A for AT&T Employees: Should You Hold Cash from 401(k) During a Recession?

Q&A for AT&T Employees: Should You Hold Cash from 401(k) During a Recession?

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Q&A for AT&T Employees: Value vs High-Growth Investments with Inflation

Q&A for AT&T Employees: Value vs High-Growth Investments with Inflation

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Q&A for AT&T Employees: Are you a Grandfathered Employee?

Q&A for AT&T Employees: Are you a Grandfathered Employee?

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Q&A for AT&T Employees: Can You Still Have Medical Coverage For your Children After you Retire?

Q&A for AT&T Employees: Can You Still Have Medical Coverage For your Children After you Retire?

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Q&A for AT&T Employees: Can You Take A Partial Annuity and Partial Lump Sum?

Q&A for AT&T Employees: Can You Take A Partial Annuity and Partial Lump Sum?

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Q&A for AT&T Employees: How Rising Rates Affect the Stocks in the AT&T 401(k)

Q&A for AT&T Employees: How Rising Rates Affect the Stocks in the AT&T 401(k)

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Q&A for AT&T Employees: How Rising Rates will Affect Your Lump Sum and Annuity

Q&A for AT&T Employees: How Rising Rates will Affect Your Lump Sum and Annuity

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Q&A for AT&T Employees: How to Insulate your Portfolio

Q&A for AT&T Employees: How to Insulate your Portfolio

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Q&A for AT&T Employees: Is your Lump Sum Taxed Differently than the Annuity?

Q&A for AT&T Employees: Is your Lump Sum Taxed Differently than the Annuity?

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Q&A for AT&T Employees: Rates for Cobra vs the HealthCare Exchange

Q&A for AT&T Employees: Rates for Cobra vs the HealthCare Exchange

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Q&A for AT&T Employees: Roth Conversions with a Down Portfolio

Q&A for AT&T Employees: Roth Conversions with a Down Portfolio

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Q&A for AT&T Employees: The Effects of Leaving and Coming Back

Q&A for AT&T Employees: The Effects of Leaving and Coming Back

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Q&A for AT&T Employees: What is a Legacy Employee?

Q&A for AT&T Employees: What is a Legacy Employee?

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Q&A for AT&T Employees: Why Value Investments do Better with Inflation vs High-Growth Investments

Q&A for AT&T Employees: Why Value Investments do Better with Inflation vs High-Growth Investments

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Q&A for AT&T Employees: Does Healthcare Coverage Stay the Same During Retirement?

Q&A for AT&T Employees: Does Healthcare Coverage Stay the Same During Retirement?

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Q&A for AT&T Employees: How Does Social Security Affect Your Lump-Sum?

Q&A for AT&T Employees: How Does Social Security Affect Your Lump-Sum?

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Q&A for AT&T Employees: Is Part of Your Pension Taxable?

Q&A for AT&T Employees: Is Part of Your Pension Taxable?

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Q&A for AT&T Employees: Should You Keep Your Income Low to Qualify for a Subsidy Under the ACA?

Q&A for AT&T Employees: Should You Keep Your Income Low to Qualify for a Subsidy Under the ACA?

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Q&A for AT&T Employees: Should You Take the Annuity or Buy Your Own Using the Lump Sum?

Q&A for AT&T Employees: Should You Take the Annuity or Buy Your Own Using the Lump Sum?

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Q&A for AT&T Employees: Taxes On Lump Sums vs Annuities

Q&A for AT&T Employees: Taxes On Lump Sums vs Annuities

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Q&A for AT&T Employees: What Healthcare Options are the Least Expensive?

Q&A for AT&T Employees: What Healthcare Options are the Least Expensive?

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Q&A for AT&T Employees: When to Apply for Medicare

Q&A for AT&T Employees: When to Apply for Medicare

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Q&A for AT&T Employees: Leaving & Rolling The Lump-Sum

Q&A for AT&T Employees: Leaving & Rolling The Lump-Sum

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Q&A for AT&T Employees: Lump-Sum Rollovers and IRS 415

Q&A for AT&T Employees: Lump-Sum Rollovers and IRS 415

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Q&A for AT&T Employees: Property and Capital Gains

Q&A for AT&T Employees: Property and Capital Gains

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Q&A for AT&T Employees: Should you Stay or Leave?

Q&A for AT&T Employees: Should you Stay or Leave?

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Q&A for AT&T Employees: Should you Take the Company Annuity or Take the Lump-Sum & Buy Annuity?

Q&A for AT&T Employees: Should you Take the Company Annuity or Take the Lump-Sum & Buy Annuity?

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Q&A for AT&T Employees: Should you Take the Company Annuity?

Q&A for AT&T Employees: Should you Take the Company Annuity?

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Q&A for AT&T Employees: Third-Party Immediate Annuity

Q&A for AT&T Employees: Third-Party Immediate Annuity

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ATT Employees: Is Your Portfolio Prepared for a Recession?

ATT Employees: Is Your Portfolio Prepared for a Recession?

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Retiring from AT&T? Find the Best Date with the Best Rate!

Retiring from AT&T? Find the Best Date with the Best Rate!

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Retiring from AT&T? Healthcare Costs Are Rising!

Retiring from AT&T? Healthcare Costs Are Rising!

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ATT Healthcare: Retiring on Purpose, with Purpose

ATT Healthcare: Retiring on Purpose, with Purpose

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AT&T Retirement Paperwork Process

AT&T Retirement Paperwork Process

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Retiring from AT&T? Is Your Lump Sum Reduced by Rising Interest Rates?

Retiring from AT&T? Is Your Lump Sum Reduced by Rising Interest Rates?

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AT&T Employees: The Emotional Decision to Retire Now Due to High Rates

AT&T Employees: The Emotional Decision to Retire Now Due to High Rates

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Q&A on Retirement: Inflation, Interest Rates, and More!

Q&A on Retirement: Inflation, Interest Rates, and More!

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Should AT&T Employees Take the Lump-Sum or Annuity When Rates Rise?

Should AT&T Employees Take the Lump-Sum or Annuity When Rates Rise?

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AT&T September Interest Rates Surge, Reducing Lump-Sums

AT&T September Interest Rates Surge, Reducing Lump-Sums

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AT&T Legacy: Your Lump Sum could be Reduced by Skyrocketing Interest Rates

AT&T Legacy: Your Lump Sum could be Reduced by Skyrocketing Interest Rates

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Legacy AT&T:  Will your Lump Sum will be Reduced by Rising Interest Rates?

Legacy AT&T: Will your Lump Sum will be Reduced by Rising Interest Rates?

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Legacy Retiring from AT&T? Will Your Lump Sum be Reduced by Rising Interest Rates?

Legacy Retiring from AT&T? Will Your Lump Sum be Reduced by Rising Interest Rates?

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Why Your AT&T Pension Will Likely Drop in January 2023

Why Your AT&T Pension Will Likely Drop in January 2023

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How AT&T Employees Can Reduce Tax Penalties When Inflation is High

How AT&T Employees Can Reduce Tax Penalties When Inflation is High

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ATT: How Proper Asset Allocation Can Potentially Protect your 401k from Rising Inflation!

ATT: How Proper Asset Allocation Can Potentially Protect your 401k from Rising Inflation!

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How AT&T Employees Can Avoid 401(k) Mistakes in a High Inflation Environment

How AT&T Employees Can Avoid 401(k) Mistakes in a High Inflation Environment

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How AT&T Employees Can Avoid Making Fearful Investment Decisions

How AT&T Employees Can Avoid Making Fearful Investment Decisions

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How AT&T Employees Can Potentially Bypass Roth Contribution Limits

How AT&T Employees Can Potentially Bypass Roth Contribution Limits

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AT&T Employee? Understand How Proper Asset Allocation Can Mitigate the Effects of Inflation!

AT&T Employee? Understand How Proper Asset Allocation Can Mitigate the Effects of Inflation!

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How AT&T Employees Can Avoid Making Emotional Financial Decisions!

How AT&T Employees Can Avoid Making Emotional Financial Decisions!

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How Can AT&T Pensions be Affected By Interest Rates?

How Can AT&T Pensions be Affected By Interest Rates?

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AT&T Employees: Understand Pension Planning in a High Inflation Environment!

AT&T Employees: Understand Pension Planning in a High Inflation Environment!

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AT&T Employee: Should you take the Lump Sum or the Annuity?

AT&T Employee: Should you take the Lump Sum or the Annuity?

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AT&T Employees: Understanding Pension Planning in a High Inflation Environment!

AT&T Employees: Understanding Pension Planning in a High Inflation Environment!

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How AT&T Employees Can Invest Logically During High Inflation! May 2022

How AT&T Employees Can Invest Logically During High Inflation! May 2022

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Q&A for AT&T Employees: When is The Best Time to Retire?

Q&A for AT&T Employees: When is The Best Time to Retire?

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What Are Interest Rates Looking Like for AT&T Employees? Mid-Year Update with The Retirement Group!

What Are Interest Rates Looking Like for AT&T Employees? Mid-Year Update with The Retirement Group!

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Current Market Conditions for AT&T Employees presented by The Retirement Group (3/8/22)

Current Market Conditions for AT&T Employees presented by The Retirement Group (3/8/22)

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Emotions of Investing for AT&T Employees presented by The Retirement Group (3/29/22)

Emotions of Investing for AT&T Employees presented by The Retirement Group (3/29/22)

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How AT&T Employees Can Invest Logically During High Inflation

How AT&T Employees Can Invest Logically During High Inflation

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How AT&T Employees Can Utilize the 72(t) Tax Strategy to Their Benefit

How AT&T Employees Can Utilize the 72(t) Tax Strategy to Their Benefit

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Q&A for AT&T Employees: Bonds and Interest Rates

Q&A for AT&T Employees: Bonds and Interest Rates

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Understanding Asset Allocation for AT&T Employees presented by The Retirement Group

Understanding Asset Allocation for AT&T Employees presented by The Retirement Group

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Will AT&T Employees Be Impacted by Rising Interest Rates? March 2022

Will AT&T Employees Be Impacted by Rising Interest Rates? March 2022

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72(t) Tax Planning for AT&T Management Employees 3/16/22

72(t) Tax Planning for AT&T Management Employees 3/16/22

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Current Market Conditions for AT&T Employees presented by The Retirement Group

Current Market Conditions for AT&T Employees presented by The Retirement Group

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Lump Sum vs Annuity with Interest Rates for AT&T Employees presented by The Retirement Group

Lump Sum vs Annuity with Interest Rates for AT&T Employees presented by The Retirement Group

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Roth Conversions for AT&T Employees 3/15/22

Roth Conversions for AT&T Employees 3/15/22

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72(t) Tax Planning for AT&T Employees presented by The Retirement Group

72(t) Tax Planning for AT&T Employees presented by The Retirement Group

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AT&T and Pension Plan Basics For Managers

AT&T and Pension Plan Basics For Managers

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AT&T Employees - Control Your Retirement and Retire On Purpose, With Purpose Webinar

AT&T Employees - Control Your Retirement and Retire On Purpose, With Purpose Webinar

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AT&T Employees? Inflation Could Impact Your Healthcare Plan! || The Retirement Group

AT&T Employees? Inflation Could Impact Your Healthcare Plan! || The Retirement Group

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AT&T Guide Portion 1: Interest Rates

AT&T Guide Portion 1: Interest Rates

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AT&T Guide: Divorce

AT&T Guide: Divorce

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AT&T Guide: Social Security

AT&T Guide: Social Security

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AT&T Guide: Your Benefits

AT&T Guide: Your Benefits

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AT&T Retirement Webinar Series Part 1- Emotions of Retirement and Investing

AT&T Retirement Webinar Series Part 1- Emotions of Retirement and Investing

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AT&T Retirement Webinar Series Part 3- 401k Savings Plan Biggest Mistakes

AT&T Retirement Webinar Series Part 3- 401k Savings Plan Biggest Mistakes

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AT&T:  How Inflation Affects Interest Rates and Your Pension Plan

AT&T: How Inflation Affects Interest Rates and Your Pension Plan

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AT&T: How Your Emotions Affect Your Investing.

AT&T: How Your Emotions Affect Your Investing.

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AT&T? Avoid Making Emotional Mistakes when Investing! || The Retirement Group

AT&T? Avoid Making Emotional Mistakes when Investing! || The Retirement Group

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AT&T? Have You Heard About the Recent Changes to Your Pension Plan?

AT&T? Have You Heard About the Recent Changes to Your Pension Plan?

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Leaving AT&T and Concerned About Roth Conversions? Watch Now!

Leaving AT&T and Concerned About Roth Conversions? Watch Now!

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Pension Planning & Interest Rates Changes for AT&T Employees - January 2022

Pension Planning & Interest Rates Changes for AT&T Employees - January 2022

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Pension Planning for AT&T Employees by The Retirement Group

Pension Planning for AT&T Employees by The Retirement Group

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Q&A for AT&T Employees How Are Interest Rates Calculated for the AT&T Pension?

Q&A for AT&T Employees How Are Interest Rates Calculated for the AT&T Pension?

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Q&A for AT&T Employees: Are Interest Rates Higher This Year Than Last Year?

Q&A for AT&T Employees: Are Interest Rates Higher This Year Than Last Year?

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Q&A for AT&T Employees: How Do You Know if You're Eligible for a Cash Balance Account or Cam

Q&A for AT&T Employees: How Do You Know if You're Eligible for a Cash Balance Account or Cam

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Q&A for AT&T Employees: How Does Inflation Affect my Pension?

Q&A for AT&T Employees: How Does Inflation Affect my Pension?

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Q&A for AT&T Employees: Should I leave payroll even if I am not Service-Pension-Eligible?

Q&A for AT&T Employees: Should I leave payroll even if I am not Service-Pension-Eligible?

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Q&A for AT&T Employees: What AT&T Healthcare Benefits available to me now?

Q&A for AT&T Employees: What AT&T Healthcare Benefits available to me now?

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Q&A: How Are Interest Rates Calculated in the AT&T Pension?

Q&A: How Are Interest Rates Calculated in the AT&T Pension?

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Q&A: How Can Healthcare Changes Affect AT&T Employees?

Q&A: How Can Healthcare Changes Affect AT&T Employees?

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Retiring From AT&T Should be Done With a Plan in Mind || The Retirement Group

Retiring From AT&T Should be Done With a Plan in Mind || The Retirement Group

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Avoiding Mistakes with your 401(k) for AT&T Employees

Avoiding Mistakes with your 401(k) for AT&T Employees

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2021 AT&T Healthcare Cuts

2021 AT&T Healthcare Cuts

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AT&T Employee? Keep Your Emotions Under Control When Picking a Retirement Date

AT&T Employee? Keep Your Emotions Under Control When Picking a Retirement Date

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AT&T Pension Planning Mistakes.  How to Avoid the Common Pension Mistakes when Leaving AT&T

AT&T Pension Planning Mistakes. How to Avoid the Common Pension Mistakes when Leaving AT&T

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AT&T Pension Planning with Wesley Boudreaux

AT&T Pension Planning with Wesley Boudreaux

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AT&T Retirement Emotional Decisions

AT&T Retirement Emotional Decisions

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AT&T Retirement | Emotional Decisions with Wesley Boudreuax

AT&T Retirement | Emotional Decisions with Wesley Boudreuax

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AT&T | Emotional Decisions with Patrick Ray

AT&T | Emotional Decisions with Patrick Ray

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AT&T | Emotions of Investing with Patrick Ray

AT&T | Emotions of Investing with Patrick Ray

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AT&T | Emotions of Investing with Patrick Ray and Michael Corgiat

AT&T | Emotions of Investing with Patrick Ray and Michael Corgiat

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AT&T | Pension Planning with Wesley Boudreaux

AT&T | Pension Planning with Wesley Boudreaux

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AT&T | Tax Planning with Michael Corgiat and Patrick Ray

AT&T | Tax Planning with Michael Corgiat and Patrick Ray

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AT&T | Tax Planning with Patrick Ray and Tyson Mavar

AT&T | Tax Planning with Patrick Ray and Tyson Mavar

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AT&T | Transition Preparation with Tyson Mavar and Patrick Ray

AT&T | Transition Preparation with Tyson Mavar and Patrick Ray

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AT&T | 72(t) Tax Planning

AT&T | 72(t) Tax Planning

AT&T | Healthcare Benefit Changes

AT&T | Healthcare Benefit Changes

AT&T | Pension Planning

AT&T | Pension Planning

AT&T | Emotions of Investing

AT&T | Emotions of Investing

AT&T | Healthcare Benefit Changes

AT&T | Healthcare Benefit Changes

AT&T | Healthcare Benefits Changes

AT&T | Healthcare Benefits Changes

AT&T | Interest Rate Update

AT&T | Interest Rate Update

AT&T | Pension Planning

AT&T | Pension Planning

AT&T | 2021 Tax Planning

AT&T | 2021 Tax Planning

AT&T | Healthcare Benefit Changes

AT&T | Healthcare Benefit Changes

AT&T | Lump Sum vs Annuity

AT&T | Lump Sum vs Annuity

AT&T | Retire on Purpose with Purpose

AT&T | Retire on Purpose with Purpose

AT&T | Retire On Purpose with Purpose

AT&T | Retire On Purpose with Purpose

AT&T | Lump Sum vs Annuity

AT&T | Lump Sum vs Annuity

AT&T | Retire on Purpose with Purpose

AT&T | Retire on Purpose with Purpose

AT&T | Retire on Purpose with Purpose

AT&T | Retire on Purpose with Purpose

AT&T | Retire on Purpose with Purpose

AT&T | Retire on Purpose with Purpose

AT&T | Retire on Purpose with Purpose

AT&T | Retire on Purpose with Purpose

AT&T | Roth Conversations

AT&T | Roth Conversations

AT&T | Healthcare Benefit Changes

AT&T | Healthcare Benefit Changes

AT&T | Healthcare Benefit Changes

AT&T | Healthcare Benefit Changes

AT&T | Healthcare Retire on Purpose with Purpose

AT&T | Healthcare Retire on Purpose with Purpose

AT&T | Retire on Purpose with Purpose

AT&T | Retire on Purpose with Purpose

AT&T | Retire on Purpose with Purpose

AT&T | Retire on Purpose with Purpose

AT&T | Roth Conversations

AT&T | Roth Conversations

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Tyson Mavar RICP®

SVP, Financial Advisor at Wealth Enhancement 

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Kevin Won CFP®, CRPC, CCPS, CTS

Senior Corporate Client Consultant | Corporate Clients 

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Neva Bradley CFP®

Senior Corporate Client Consultant | Corporate Clients 

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Wesley Boudreaux

SVP, Financial Advisor at Wealth Enhancement 

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Patrick Ray

SVP, Financial Advisor at Wealth Enhancement 

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Kevin Landis CFP

SVP, Financial Advisor at Wealth Enhancement 

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Paul Bergeron MBA

SVP, Financial Advisor at Wealth Enhancement 

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Carlos Hernandez

Client Services Manager at Wealth Enhancement 

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Michael Corgiat ChFC

SVP, Financial Advisor at Wealth Enhancement 

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Brent Wolf CFP

SVP, Financial Advisor at Wealth Enhancement 

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Krista Knittel

Senior Client Services Associate
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Brendan Wolf

Client Services Associate