Retroactive interest rates can negatively impact your lump sum pension, making it essential to carefully determine the optimal time for activation.
New Webinar!
Wealth Preservation in a Turbulent 2025 Market
A must attend for Past and Present AT&T Employees with a Pension or 401(k)!
Meet Your Presenter
Jeff Perry
Partner, Quest Commonwealth
Author, Safe Money Mindset
Co-Host, Safe Money Mindset TV Show
Webinar Details
Apr.
17th
Thursday
7:00pm EST
Topics To Be Covered
Navigating Pensions Around Federal Interest Rates
Analyzing Market Turbulence In 2025
Amid current market volatility driven by factors such as tariffs, policy changes, inflation, and more, we offer insights into market trends and investment themes.
Avoid Over-Taxation of 401(k) Accounts
Understanding 401(k) to IRA rollovers and Required Minimum Distributions (RMDs) is key to avoiding over-taxation and optimizing your retirement savings.
Generating Risk-Mitigated Income
Drawing down stock investments or relying on dividends for income exposes you to market risk; learn how financial insurance can help mitigate this risk.
What Our Clients Are Experiencing
Typical distribution strategy versus the Quest distribution strategy. The above chart uses actual returns of S&P 500 from 2000-2025. Our strategy avoids steep losses and limits volatility during market downturns with modest returns during market upswings.
It's clear...
If you successfully defend your hard-earned wealth, you don't need to chase 20%+ returns in order to win.
Safe Money Mindset Book
All Attendees Receive A Free 170 Page Copy!
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.
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