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Where AT&T Employees Should Retire for Financial Success

Datum

Mittwoch, 13. Mai 2026

Zeit

12:00 America/Los Angeles

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Agenda

About this event

Geographic location significantly impacts retirement finances through state taxes, cost of living, healthcare costs, and lifestyle factors. AT&T retirees have unique considerations including pension taxation, retiree healthcare coverage, and company stock holdings that vary by state. Understanding how different states treat retirement income and benefits can influence where you choose to spend your retirement years.

This webinar analyzes the best retirement locations specifically for AT&T retirees, considering state tax treatment of pensions, 401(k) distributions, and investment income. We'll examine cost of living factors, healthcare quality and costs, and lifestyle considerations that matter to AT&T retirees. You'll learn how to evaluate different locations against your financial situation and retirement goals to make informed decisions about retirement geography.

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