Special AT&T Webinar

Quest Commonwealth Logos Long and Tall-02

Wealth Preservation in 2025 and Beyond

A must attend for Pre and Post AT&T Retirees 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

May.
22nd

Thursday
7:00pm EST

Discover the Impact of Federal Interest Rates on Pensions, How To Reduce 401(k) Tax Burdens and Create Lasting Income

Put our Three Worlds of Money strategy to work and build a retirement plan that reduces taxes, extends your income, and maximizes your pension payout through smart timing.

AS Seen On TV

Delivering Retirement Education To Over 30,000 Every Weekend

Topics To Be Covered:

Navigating Pensions Around Federal Interest Rates

How do retro active federal interest rates negatively impact payout.
How to determine the optimal time for pension activation?
Income strategies if delaying pension collection is in your best interest.

Avoid Over-Taxation of 401(k) Accounts

401(k) to IRA Rollovers and their tax distribution strategy.
Required Minimum Distributions (RMDs) and their tax implications.

Risk-Mitigated Income

Reverse Dollar Cost Averaging: The hidden risk in retirement income withdrawals!
Reduce risk of 401(k) markets and transform savings into guaranteed income, FOR LIFE.

Understanding The Three Worlds of Money

The Three Worlds: Potential, Protection, and Hybrid.
The Three Phases: Accumulation, Preservation, Distribution.
Comprehensive Planning Solutions vs Traditional Fiduciary Standards.

What Our Clients Are Experiencing

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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.

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!

Limited Seating Claim Your Spot Now!

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.