Securities offered through GWN Securities, Inc. Member FINRA/SIPC. 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561)472-2700. Voyage Retirement Solutions, LLC and GWN Securities, Inc. are non-affiliated companies. Voyage Retirement Solutions does not represent, nor are they affiliated with the Florida Retirement System. (FRS)
Are you considering entering D.R.O.P.?” Click here to download the entering D.R.O.P. checklist.
On behalf of all of us here at Voyage, congratulations on entering D.R.O.P. Now that you have entered D.R.O.P., the next step is to formulate a plan. We encourage you to start that plan now. Of course, with so much information available about retirement, you may be wondering where to start? Our knowledgeable team of retirement consultants is well versed in guiding individuals through the retirement process including entering, participating in and exiting D.R.O.P.
Click here for information about the Florida Retirement System Account
We encourage you to make an appointment with Voyage to go over your Florida Retirement System (FRS) plan. What can you expect during your appointment? First if you don’t have access to your FRS plan account we will start that process by requesting your PIN. If you do have access, we can review your account and answer any questions you have.
“Planning is bringing the future into the present.” - Alan Lakein
The next step we encourage you to take is the establishment of a retirement account. If you already have a one, our team should review it. You may be wondering why should I establish a retirement account? The answer is 60 days. On the day you exit D.R.O.P. you only have 60 days to rollover your money to another qualified account before the Florida Retirement System sends you a taxable check, which can get your retirement off on the wrong foot.
By establishing a proper retirement account such as a 403(b), 457 or IRA, you may have peace of mind that you have put in place a major piece of the retirement puzzle. Keep in mind, even if you already have a retirement account, not all of them are created equal. Your Voyage Retirement Consultant should review your account to see if it is the best match for your situation.
“The decisions we make may not be etched into stone today, but they are etched into the lives of our future selves.” - Daniel Rey
Click here to download the exiting D.R.O.P checklist.
Our retirement consultants are experienced in assisting FRS members in planning for their future in this critical time. We would be more than happy to personally guide you through the process.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 407-284-4911 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Securities offered through GWN Securities, Inc. Member FINRA/SIPC. 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561)472-2700. Voyage Retirement Solutions, LLC and GWN Securities, Inc.are non-affiliated companies.
Voyage Retirement Solutions and its representatives do not represent, nor are they affiliated with the Florida Retirement System (FRS).
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.