Ronald A. Bartlett & Associates, LTD
Specializing in Retirement Planning for Those Who Work or Have Worked in Telecommunications
Retirement Planning is a nuanced process that many may never comprehend to its fullest. If you’re a Telecommunications employee, understanding the options available to you can be even more difficult. Whether you’re faced with an RIF, an EIPP, or making the daunting decisions that come along with planning your financial future, Ronald A. Bartlett & Associates, LTD has the skills and knowledge to help you retire confidently.
To simplify the process and offer as much clarity as possible, we’ve devised our own method to guide you towards your individual retirement goals. Covering aspects such as asset allocation, 401(k) rollovers, and pension paperwork, Ronald A. Bartlett & Associates, LTD offers tailored guidance to telecommunications retirees. The dedicated team at Ronald A. Bartlett & Associates, LTD understands the emotional and financial weight of this decision and will work closely with you to ensure confidence each step of the way.
Rely on our experienced team of professionals to assess the most suitable retirement income options for your lifestyle.
Learn More at an
Upcoming Webinar or In-Person Event
Events in March–April 2024
March 26, 2024 (1 event)
Tax Implications of Retirement Planning
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March 26, 2024Online Webinar
Topic Highlights:
- Early Withdrawal penalty before age 59 1/2
- Early withdrawal penalty before age 55 in your employer's retirement account
- Overall Taxes on your income including others and withdrawals from pre-tax accounts
- And many more!
March 27, 2024 (1 event)
Tax Implications of Retirement Planning
–
March 27, 2024Online Webinar
Topic Highlights:
- Early Withdrawal penalty before age 59 1/2
- Early withdrawal penalty before age 55 in your employer's retirement account
- Overall Taxes on your income including others and withdrawals from pre-tax accounts
- And many more!
April 30, 2024 (2 events)
The Truth About Annuities
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April 30, 2024Online Webinar
Topic Highlights:- What is an Annuity?
- Can an Annuity produce income?
- Do I need an annuity?
- And many more!
The Truth About Annuities
–
April 30, 2024Online Webinar
Topic Highlights:- What is an Annuity?
- Can an Annuity produce income?
- Do I need an annuity?
- And many more!
Pensions, Buyouts, & Retirement Income
For Telecom Employees
There was a time when pensions were the most common of retirement benefit plans. Employees looked forward to what could generally be described as a private version of Social Security offered via an employer. However, those days are gone, and only a small number of the US population have pensions now. As a telecom worker, you may be one of those lucky few. If you do receive a pension,—especially as a Telecom worker— there are key decisions you’ll need to make about how to utilize your benefits.