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How Will Interest Rates Affect Choosing Between the Lump Sum and Annuity?

Date

Thursday, November 20, 2025

Time

10:00 AM America/Los Angeles

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Agenda

About this event

Interest rate changes have a direct impact on pension values, especially for those deciding between a lump sum payout and an annuity. This webinar will explain how rate fluctuations influence pension calculations and what that means for your retirement timing and income planning.

We’ll also provide examples showing how recent rate movements have affected payouts and what to watch for in the months ahead. Attendees will gain a clearer understanding of how to compare both options based on their personal 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.

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


Patrick Ray

Patrick is a SVP, Financial Advisor at Wealth Enhancement. He has been working with Fortune 500 clients for many years and is very familiar with your benefits. His goal is to help corporate employees successfully transition from their company into a happy retirement.

Fun Fact: Patrick served in the US Navy on the USS Forrestal and was part of Desert Storm and Provide Comfort from 1990-1994.