AT&T Employees Only!

Navigating Interest Rates and Lump Sum Pensions - AT&T




Jeff Perry

💼 Partner, Quest Commonwealth

📺 Co-host of the "Safe Money Mindset" TV Show

📖 Author of the Amazon Best Selling book "Safe Money Mindset"

Here's what you'll learn:


✓ Avoid the Biggest Pension Mistake AT&T Employees Make:

  • How changing interest rates can drastically reduce their lump sum pension and what to do to maximize its value.

✓ Hidden Tax Traps for AT&T Retirees:

  • Learn why AT&T retirees with both a 401(k) and a lump sum pension face a unique tax dilemma and how to navigate it.

✓ Shield Your Savings from Market Chaos:

  • How to protect your hard-earned savings from market volatility using our proven "3 Worlds of Money" strategy.

✓ Turn Your Savings into Lifetime Income:

  • Learn the secret techniques to transform your savings into a reliable income stream that lasts for the rest of your life.

✓ Achieve the Ultimate Investment Triad:

  • Explore how our 3 Worlds of Money approach will create safety, growth, and liquidity through out retirement.

See real examples!!

We never sell or share your data!

Special Offer!!

Everyone who schedules an appointment will get a copy of our new Amazon Best Seller "Safe Money Mindset"!

Copyright © 2024 Quest Commonwealth. All Rights Reserved.


Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.


Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.