Educational guides from Benowitz Wealth Management
Plain-English reading on the Florida Retirement System and the major decisions that shape a public-employee retirement. Browse the library below to read any title online.
FEATURED EBOOK
By Derrick Johnson · Founder & Lead Advisor
A clear, plain-English guide to one of the largest public retirement systems in the country — written for the teachers, first responders, administrators, and public servants who have spent their careers earning these benefits.
Inside, a thorough walk through the FRS Pension Plan and Investment Plan, the mechanics of DROP and the mistakes that follow it, the Health Insurance Subsidy, Social Security and Medicare as they apply to FRS members, and what to look for in a fiduciary financial advisor.
NOW READING
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For a personalized discussion of how the topics in this book apply to your situation, schedule a complimentary consultation.
We are working on additional educational guides for Florida public employees. Check back as new titles join the library.
An interactive guide to thinking through DROP entry timing, exit planning, and rollover strategy.
Coming Soon
How FRS members can coordinate Social Security claiming with pension income for stronger lifetime benefits.
Coming Soon
A deeper walk through Parts A, B, C, and D — with attention to IRMAA planning and enrollment timing.
Coming Soon
Reading is a good first step. A conversation is where the planning starts. The first meeting is complimentary, with no obligation and no pressure.
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Disclaimer: Benowitz Wealth Management is an independent registered investment adviser. This content is for educational purposes only and should not be considered personalized investment, tax, insurance, or legal advice. Benowitz Wealth Management is not affiliated with, endorsed by, or sponsored by the Florida Retirement System, the State of Florida, any county government, city government, school district, public employer, or public agency. FRS rules, benefits, and retirement options may change. Please consult the appropriate agency, tax professional, insurance professional, or legal professional before making decisions regarding your benefits or retirement plan.
