AT&T employees face one of retirement's most consequential financial decisions when choosing between pension lump sum and monthly annuity payments, with current interest rate environments making this choice even more critical. This webinar analyzes how rising rates affect AT&T pension calculations, examines present value considerations, and explores personal factors that should guide your election decision. You'll learn evaluation frameworks for comparing lump sum versus monthly payments, understand tax implications of each choice, discover timing strategies for pension elections, and gain clarity on coordination with Social Security benefits and personal savings that aligns with your retirement goals and family situation.

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.