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Helping State Employees Transition Into Retirement
The FIVE things you need to know when exiting the FRS DROP program.
The #1 Challenge State Retirees Face is Creating Enough Guaranteed Retirement Income since Pension and Social Security Retirement Benefits aren't always enough.
PREPARE TO EXIT DROP... NOW WHAT?
Take steps to maximize your Florida DROP.
Did you know that your DROP funds, when placed in a protected IRA account, provide no market risk, no exposure or loss, and can provide guaranteed retirement income for life.
Plus, you get a Guaranteed Rollover Bonus when rolling DROP into a protected IRA that gives you an additional 10% to 25% more funds for retirement! The rollover bonus could add thousands of extra dollars into your new IRA retirement account.
Top FAQ's from Florida State Employees
- When is my DP-TERM & DP-PAYT forms due and who fills them out?
- What additional forms are due before and after I retire?
- Should I take my DROP as Lump Sum, Direct Rollover or a Combination?
- If I withdraw my DROP funds what are my tax liabilities?
- What is the growth rate if I roll it into an IRA?
- How do I know if I'm eligible for a DROP Rollover Bonus?
- What are the final steps before leaving my employment and retiring?
About the Presenters
Todd & Amy West
Todd and Amy West are a dedicated husband and wife team that have a servant heart and advocates for financial literacy. As FRS & DROP specialists Todd & Amy help hundreds of state retirees transition into retirement every year. As retirement specialists and financial advocates Todd & Amy assist state retirees with their retirement needs by providing an unbiased review focusing on Growth, Protection and Guaranteed Retirement Income. Todd & Amy are licensed through the Florida Department of Financial Services providing retirement education for state retirees exiting the FRS DROP program.
Todd & Amy are also very active in their local community serving individuals, companies and organizations through complimentary Financial Awareness workshops, seminars, and hosting Financial Literacy events. Todd & Amy are also recognized national advisors and have been featured on media outlets reaching over 84 million households for safe money strategies.
Our Specialties:
- Retirement Planning
- Florida Retirement System
- Exiting the DROP program
- IRA / Roth IRA Accounts
- Fixed Annuities / Index Annuities
- Financial Literacy Education
Florida State License Number: FL-W499974 / FL-W497502
Copyright © 2023 Advocate Financial- All Rights Reserved
This is an educational presentation, no products will be sold. No Agents, Brokers, or Advisors Permitted.
Advocate Financial provides retirement education for state employees transitioning into retirement and facilitates appointments between state-licensed agents licensed through the Florida Department of Financial Services and state employees who have DROP and retirement related questions Retirement Education Helping State Employees Transition Into Retirement.
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.