Learn more about the different aspects of Florida’s DROP. Click on the informative articles below, then call Fraser Allport to set up your Complimentary 15 Minute Phone Consultation.
You may need to pay Income Taxes on a portion of your Social Security benefits, based on your Income. But knowing the Rules can help you minimize your Income Taxes as much as The Law allows.read more
Don’t be upset or surprised, but you are going to die. Not today ( I hope ! ), but someday. And like most people, you probably do not have “ Your House in Order ”. But doing some simple Estate and Legacy Planning could help give you Peace of Mind about your finances and final affairs.read more
In 2019, the annual earnings limit for those under Full Retirement Age (FRA) is $17,640. That means in 2019 you can earn up to $17,640 and still receive all your Social Security benefits with no penalty, even if you are not yet at Full Retirement Age. This...read more
The Health Insurance Subsidy (HIS) is a monthly supplemental payment that helps to offset the cost of the member’s health insurance premiums. Eligible retirees or beneficiaries will receive a monthly HIS benefitread more
From Fraser Allport, The Total Advisor™ 386.882.6256Learn why some people are happily retired, while others are stressed about their finances.The Differences Between Happy and Unhappy Retirees - 8 Easy Tips :# 1 : Some Retirees are Happy, While Others are...read more
Fraser’s “ 10 Step System ” helps you take control of your finances, health, and well-being with a holistic approach, so that your Retirement is the best chapter in Your Life Story.read more
What happens if you die while you are still in the DROP ? Who are the Beneficiaries for your Lump Sum Money ? There are specific FRS DROP Beneficiary Forms that need to be completed, in writing, and then filed with FRS. Have you done this ? Have you...read more
With 37 Years of Experience in Financial Services, Fraser Allport can help you with all your DROP and Retirement needs. Your lump-sum DROP money is paid in one of three ways. Your choices :As a lump-sum payment, with mandatory 20% withheld for Federal...read more
Once you retire ... You will have many decisions, deadlines, and forms. You will face decisions about your DROP, Social Security, and Medicare (or your Health Insurance options if you are not yet Medicare eligible.) Also, what are your choices with...read more
Your lump-sum DROP money is paid in one of three ways:
1. As a lump-sum payment, with mandatory 20% withheld for Federal Income Taxes.
2. As a direct 100% rollover to your own personal “Self-Directed IRA Rollover” investment account.
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The Total Advisor, LLC is an Independent Firm owned by Fraser Allport. Investment Advisory Services are offered through Coppell Advisory Solutions, LLC, dba Fusion Capital Management, an SEC Registered Investment Advisor. Please see full Disclosure at www.fraserallport.com