ATTENTION ALL AT&T EMPLOYEES
The interest rate used for employees retiring from AT&T in 2021 has gone down based on the November 2020 IRS Minimum Value Segment Rates.
In general, the lower the rate, the higher the cash-out lump sum; the higher the rate, the lower the cash-out lump sum
Along with changing interest rates, there are changes to your retiree medical benefits. Please call us today to set a phone appointment with an advisor to discuss your options.
Haussmann Financial has helped thousands of AT&T employees by providing the following services: Evaluating Pension Options; Establishing IRA Rollover Accounts that provide monthly income; Completing all necessary Retirement Forms; Providing free consultations. Call us today for an appointment (800)773-8700.
Securities Offered Through Securities America, Inc.; A Registered Broker/Dealer; Member FINRA/SIPC. Trudy Haussmann, Registered Representative, CA Insurance Lic. #0756590, Pat Danly, Registered Representative, CA Insurance Lic. #0F88078, John Dunphy, Registered Representative, CA Lic. #0B73679, KiHo Choi, Registered Representative, CA Lic. #0B7776, Dominica Henderson, Registered Representative, CA Lic.# 0F46549. Advisory services offered through Haussmann Financial, Inc. a Registered Investment Advisor.
Haussmann Financial Services, Inc. & Securities America are unaffiliated. Neither Haussmann Financial Services, Inc. or Securities America are affiliated with, retained by, or endorsed by AT&T.