Florida Retirement System: Pension and DROP Options
4.5 (13 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
534 students enrolled
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Florida Retirement System: Pension and DROP Options

Learn about the Florida Retirement System pension options
4.5 (13 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
534 students enrolled
Created by Don Anders
Last updated 7/2017
English
Price: Free
Includes:
  • 37 mins on-demand video
  • 9 Articles
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Understand the options within the Florida Retirement System pension program.
View Curriculum
Requirements
  • You should be a part of the Florida Retirement System. No investment or financial knowledge is needed.
Description

This course is intended to educate Florida Public employees on their retirement options and choices, and how to fill out their retirement paperwork correctly. 

Topics we discuss:

  • Florida Retirement System (FRS) Pension Options
  • Florida Retirement System (FRS) Investment Plan Option
  • Deferred Retirement Option Program (DROP)
  • Deferred Retirement Option Program (DROP) Payout Options
  • How to fill out your Retirement Paperwork
Who is the target audience?
  • This course is intended for Florida public employees who are part of the Florida Retirement System pension or investment plan.
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Curriculum For This Course
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Florida Retirement System (FRS) Pension Options
12 Lectures 18:35

Dave Anders discusses Florida Retirement System pension option #1 -- and how to maximize your pension.

FRS Pension Option 1
02:03

FRS Pension Option 1 Article
01:28

Dave Anders discusses the pension maximization. Pension maximization not only works for Florida Retirement System employees, but almost all pension / annuity options that have multiple survivorship payout options.

Bonus: Pension Maximization
01:23

Dave Anders discusses the problem with FRS Pension Option 2 which is an increasing cost and a decreasing benefit.

FRS Pension Option 2
01:43

Bonus: The problem with Pension Option 2
01:06

FRS Pension Option 2 Article
01:35

Dave Anders discusses the Florida Retirement System Pension Option 3 which covers both the participant and spouse for their lifetimes

FRS Pension Option 3
01:32

FRS Pension Option 3 Article
01:03

Dave Anders discusses the Florida Retirement System Pension Option 4.

FRS Pension Option 4
02:11

FRS Pension Option 4 Article
00:50

Dave Anders discusses the Florida Retirement System Investment Plan (aka The Buyout Option)

FRS Investment Plan
01:11

FRS Investment Plan Article
02:29
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Florida Retirement System (FRS) Deferred Retirement Option Program (DROP)
8 Lectures 14:54

The Florida Retirement System (FRS) DROP Program is a unique and extremely beneficial program for public employees.

FRS DROP
00:53

FRS DROP Article
02:44

The Florida Retirement System (FRS) Deferred Retirement Option Program (D.R.O.P.) Payout Option #1: The "I Love Uncle Sam" option.

FRS DROP Payout Option 1: The I Love Uncle Sam Option
02:12

FRS DROP Payment Option 1 Article
01:26

The Florida Retirement System (FRS) Deferred Retirement Option Program (D.R.O.P.) Payout Option #2: The "Stop DROP and Roll" Option

FRS DROP Payout Option 2: Stop DROP and Roll
02:18

DROP Payout Option 2 Article
02:39

The Florida Retirement System (FRS) Deferred Retirement Option Program (D.R.O.P.) Payout Option #3: The "Alaskan Cruise Ship" option

FRS DROP Payout Option 3: The Alaskan Cruise Ship Option
01:19

FRS DROP Payout Option 3 Article
01:22
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Florida Retirement System (FRS) Retirement Paperwork
5 Lectures 19:31

Don Anders, CEO of Anders & Anders Financial Group walks you through filling out your Florida Retirement System DROP Payout form.

FRS DROP Payment Form
10:18

Don Anders gives you walkthrough on how to fill out the DROP Termination Form and the reemployment restrictions for the Florida Retirement System after exiting Deferred Retirement Option Program (DROP).

FRS DROP Termination Form
02:30

Don Anders explains how and when to fill out the Florida Retirement System (FRS) tax withholding form (Form W-4P) which you will receive after you retire. 

FRS Tax Withholding Form
02:18

Don Anders walks through how and when to fill out the Florida Retirement System (FRS) direct deposit form. 

FRS Direct Deposit Form
02:24

Don Anders explains how and when to fill out the Florida Retirement System Health Insurance Subsidy form.

FRS Health Insurance Subsidy
02:01
About the Instructor
Don Anders
4.5 Average rating
13 Reviews
534 Students
1 Course
CEO at Anders & Anders Financial Group

Don started his career helping Florida Retirement System employees set up and establish their 403(b)/TSA and 457/Deferred Comp retirement accounts in 2007. In 2009, Don began working as a BENCOR representative advising and managing 9 school district and college plans in central Florida. 

Don partnered with his uncle Dave Anders in 2015 to form Anders & Anders Financial Group, and in July 2016 Don resigned as a BENCOR Representative to focus on running Anders & Anders full time. With decades of experience working with public employees, Anders & Anders primary focus is assisting retiring Florida Retirement System employees with their investment and insurance needs. 

Don married the love of his life, Brianna, in 2005. They have three great children Teagan, Kelby, and Harper. In his free time, Don enjoys spending time with his family, fishing, basketball, audio books, and live theater.

" Securities and advisory services offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC, and a Registered Investment Advisor. MAS and Anders & Anders Financial Group are not affiliated companies."