I work within the Florida Retirement System and need advice, management, &/or rollover of retirement accounts from my 457(b), 403(b), or DROP plans
If you are an employee within the Florida Retirement System (FRS) approaching retirement, you may have a lot of questions concerning your retirement options related to:
• Florida pension
• DROP (Deferred Retirement Option Plan)
• 403b plan
• 457b plan
AFS is here to help! We will survey where you are right now toward reaching your retirement life goals, evaluate your progress, and give you an illustration of your options for additional retirement earnings and deferred savings – empowering your decisions at this milestone.
While you are still working, we can advise you on your investment choices within your self-directed 403(b) and 457(b) accounts, or we can manage them online on your behalf at Fidelity Investments.
If you’ve already retired, or completed the DROP program, we can help you determine your best choice of rollover options to make your savings last a lifetime!
You will probably live longer than you think – so you need to plan for a longer retirement than your parents did!
AFS will help you answer these common questions:
• Will I be able to maintain my lifestyle?
• Will I be able to meet all my expenses?
• Can I retire now? Or should I wait?
• How should my assets be allocated?
• Will my money last?
AFS will carefully evaluate the impact of the top 5 risks you’ll face in retirement:
• Longevity
• Health care expenses
• Inflation
• Asset allocation
• Excess withdrawals
Contact us to discuss how we can assist in your retirement from the Florida Retirement System.
Our fees for this service may be a flat or hourly fee for consultation, or charged as a percentage of assets under management. |
