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AT&T Relocations: Which States Take a Huge Percentage of Your Paycheck?

Date

Wednesday, July 1, 2026

Time

12:00 PM America/Los Angeles

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Agenda

About this event

Geographic location dramatically impacts AT&T retirees' financial success through state tax treatment of pension income, 401(k) distributions, and Social Security benefits, along with cost of living variations that affect retirement budgets. This webinar analyzes the most financially advantageous retirement states for AT&T employees, examining how different states tax pension income and retirement account withdrawals. You'll learn about cost of living factors, healthcare expenses, climate considerations, and proximity to family that influence retirement location decisions. We'll explore state-specific tax strategies, relocation timing considerations, and evaluation frameworks that help you choose retirement geography that enhances both your financial situation and lifestyle preferences.

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.

The Retirement Group
5414 Oberlin Drive
San Diego, CA 92121
(800) 900-5867


Kevin Won AWMA®, CFP®, CRPC®

After serving in the U.S. Army Special Forces as a Green Beret, Kevin launched his career with UPS before transitioning to a career as a financial advisor where he leverages his skills gained from his military and corporate experience. With 20+ years in business and financial planning, and substantial education and professional certifications, he currently serves as a financial advisor with Wealth Enhancement, where he creates strategic financial, retirement and tax plans for his clients. Kevin has published many articles in MarketWatch, Benzinga and The Retirement Group blog.

Education
MBA - Corporate Finance, Golden Gate University - San Francisco
BS - Business Administration/Finance, California State University - San Jose