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Understanding Your Pension and Investment Plan Options

Whether you’re in the Pension Plan, Investment Plan or SUSORP you probably have a lot of questions. At Florida Public Employees Retirement Assistance, “We Got Your 6”

  • What’s my pension going to be when I retire?
  • What option is best for me, my family and my legacy? Learn the pros/cons and how to Maximize your options.
  • Does DROP make sense and what are the best investment options?
  • How will I provide income for spouse, family?
  • How will I cover rising healthcare costs?
  • Should I get life insurance and if so, how much?
  • Do I have a COLA to combat inflation and is it enough?
  • How will Inflation effect my retirement plan?
  • Should I consider the investment Plan? Pros/Cons, Will I have enough money to generate income needed? How do I create my own COLA?
  • When should I take Social Security? Will there be penalties and how to avoid? How do I maximize my social security benefits?
  • How do I withdraw money from retirement accounts without penalties?
  • What do I with sick Leave/vacation payout?
  • Required Minimum Distributions (RMD), When do I need to start? What is a Roth conversion?
  • How do I generate tax free income in retirement?
  • Do you understand the importance of Will, Trust and the difference?
  • Do you have military service and wondering if it makes sense to buy back the years?