The sequence in which you withdraw money from different retirement accounts during your AT&T retirement can dramatically impact your lifetime tax burden and portfolio longevity, with poor decisions potentially costing six figures over a 30-year retirement. This session examines optimal withdrawal sequencing strategies that coordinate your AT&T pension, 401(k), Roth accounts, and taxable investments to minimize taxes and extend portfolio life. You'll learn when to tap each account type, how to manage tax brackets throughout retirement, understand coordination with Social Security benefits, and discover techniques that successful AT&T retiees use to make their retirement savings last decades longer.

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.