Don’t Phone in Your Retirement.

Everyone has questions about retirement. How to know when it’s the right time, if you’ll have enough money, how to even know what enough money is? When you’ve worked hard for so many years, you want to be sure you’re maximizing all the retirement options offered to you. You’ve earned it.

Decisions you make now can have a huge impact on what your life in retirement looks like.

You Have Questions.
We Have Answers.

You’re not alone in feeling uncertain about your retirement, even when you know you’re ready to stop working. If you’re coming up on your retirement date with AT&T or another large company, it might be time to get professional guidance from an experienced professional.

Here are some of the top questions we help AT&T employees navigate:

  • Will I have enough to retire?

  • How do I choose a financial advisor and how much does it cost?

  • How can I optimize my 401(k)/savings plan?

  • Is the lump-sum pension better than the fixed annuity option?

  • If I retire before age 59.5, how can I avoid the 10% penalty on withdrawals?

  • How can I make tax-free, in-service withdrawals from my 401(k)/savings plan?

  • How does the GATT rate affect my lump sum pension and how is it calculated?

  • How do I coordinate my social security benefits with my retirement plans?

  • What happens to my AT&T benefits after I retire or die?

We’ve helped hundreds of AT&T and other corporate employees make sense of their 401(k), savings, and benefits, so they can feel confident living their best retirement life.