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If you’ve thought about retiring from AT&T within the last two years, you’ve probably asked yourself  “Should I take the Annuity or the Lump Sum’?  That is the right question to answer but like most good questions, the answer can vary from one retiree to the next. Watch the video below to help you decide what…

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Listen to our Wealth Manager and Partner, Scott Meyer discuss the options you may have when it comes to your AT&T Pension plan. Should you have any questions regarding your pension or your benefits at AT&T, please click here to set up a meeting.

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With nearly a quarter-million employees around the nation (please footnote reference), AT&T is a huge employer – and, naturally, most of those employees are enrolled in the AT&T retirement plan.  We’ve worked with quite a few such individuals, and there’s a common issue we’ve seen in nearly all of them – their AT&T retirement plan…

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Watch the video above to learn more about the rule of 75 and the modifications AT&T has made to it. Should you have questions or concerns about this new rule, please click here to schedule a meeting with an advisor.

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