Bell Retirement Strategies

Bell Retirement Strategies Bell Retirement is a dedicated service by Tucker-Haskins and Associates that focuses on the pre- and post-retirement needs of telecommunication employees.

Bell retirement is a dedicated branch of Tucker-Haskins and Associates that focuses on the pre-and post-retirement needs of telecommunication employees. Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org/https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through C

ommonwealth Financial Network . The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations. Review our Terms of Use: http://www.commonwealth.com/termsofuse.html.

07/04/2026
05/29/2026

📢 Verizon Associates
Rising pension rates for the upcoming July through September period are reducing lump sum pension calculations.

📈 For the first time since 2006, the GATT rate has moved above 5%.

GATT Rate
• Q2 4.76% until the end of June 2026
• Q3 5.03% in July, August, and September 2026

PBGC Rate (120% rate)
• Q2 2.7% until the end of June 2026
• Q3 3.0% in July, August, and September 2026

☝️ Remember, higher rates correspond to a lower lump sum value, so these quarterly changes can have a significant impact on your pension cashout.

The following example illustrates the difference in the final lump sum value for a 55-year-old employee with a $2,000 per month annuity pension benefit:
Using the GATT Rate

• Q2 2026 GATT rate at 4.76% = $368,057 pension lump sum
• Q3 2026 GATT rate at 5.03% = $357,503 pension lump sum

Using the PBGC Rate
• Q2 2026 PBGC rate at 2.7% = $406,977 pension lump sum
• Q3 2026 PBGC rate at 3.0% = $394,767 pension lump sum

Verizon uses the formula that produces the highest benefit. In this example, the PBGC calculation at 3.0% produces the larger lump sum of $394,767 in Q3 and would be the winning rate. Individual results will vary.

📺 To understand how interest rates affect the value of your lump sum pension, watch this 7-minute video where I break it all down:
https://youtu.be/iFuWKtHmZIs

Sources: Treasury Yield 30 Years (^TYX) Yahoo Finance 05/29/2026 PBGC 05/29/2026

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➡️Name Decision-Makers: Set up health care and financial powers of attorney in case you’re unable to act.

➡️Avoid Probate Costs: Add beneficiaries and transfer-on-death designations to keep assets out of court.

➡️Plan for Taxes Early: Strategies like Roth conversions and trusts can help preserve more of your wealth.

See the 5 essential estate planning steps to put in place now:

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➡️The IRS will NOT reach out through social media.

➡️The IRS will NOT take payment in the form of gift cards or prepaid cards.

➡️The IRS will NOT leave threatening messages, including threats to call law enforcement or immigration officials.

Learn how to protect yourself: https://bit.ly/4t86huC

Know the difference between impersonators and the IRS to protect yourself from scams.

Address

1515 Market Street, STE 1200
Philadelphia, PA
19102

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