Should AT&T employees use the 72(t), post-55 separation rules when retiring? There are a few of the ways you could take a distribution if you're under 59 ½ that would allow you to avoid any potential penalties or tax implications. The webinar will be on: Wednesday, August 7th at 12PM 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: Access Your AT&T Retirement Funds Early: Learn 4 Penalty-Free Methods
Date: 8/7/2024
Time: 12:00 PM PST
Platform: Zoom
Registration: link
Hosted by: Patrick Ray
Topics Will Include:
Leveraging 72(t) Provisions: Early Withdrawals for Retirement Income.
Exploring 72(t) Withdrawals: Supplementing Retirement Income.
Navigating 72(t) Tax Planning: Optimizing Retirement Income and Taxes.
How to withdraw money from your 401(k) or IRA before age 59 ½.
For more information or to register for the webinar, please visit this link or call us at: 800-900-5867.
Patrick Ray has been working with AT&T clients for many years and is very familiar with your benefits. His goal is to help AT&T employees successfully transition into happy retirement. Prior to working with the Retirement Group, Patrick served in the US Navy.
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.
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 guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.