The Florida Retirement System Tax Help

We are neither affiliated nor approved with or by the state or the Florida Retirement System (“FRS”). We are a third-party resource to help FRS Participants navigate their Tax, Pension, Investment Plan and DROP retirement options.

Our Philosophy is Helping people make better retirement decisions.

No matter what line of work you are in, planning for your retirement is top priority. Whether you are a Policeman, Firefighter, Teacher, or other Public Sector employee, our goal is to help guide you through the process to maximize your savings, and understand your pension benefits to prepare for retirement.

In order to achieve your life dreams you desire, we work with you to review your current situation and help address your goals. We can help you determine your needs for the future and answer questions you may have about your taxes and financial future, such as:

  • Will I ever be able to retire?
  • What are my FRS Pension Options?
  • How do optimize my benefits paid at retirement?
  • Is the Drop the best option?
  • How much money will I need to save in order to retire?
  • How much money do I need to invest each month?
  • How can I generate the kind of retirement income I will need?
  • How much can I safely withdraw from my portfolio and for how long?
  • What effect will my decision have on the taxes I will pay?
  • How can I make my nest egg last forever?
  • How do I keep my savings from disappearing in retirement if I become ill and need to hire assistance?

If you would like to learn more about what you can expect upon retirement, please call us at (855) IRA-401K or (305) 877-8070 to schedule an appointment.




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