Category Archives: Deferred Compensation Plan

Personalized Investment Advice through Self-Directed Brokerage Accounts

Written by Stephen Ostrofsky, CFP® The pursuit of personalized investment advice can sometimes be difficult for many Florida Retirement System (FRS) Investment Plan and PBSO Deferred Compensation Plan investors. Self-Directed Brokerage Accounts (SDBAs) available in both of the above mentioned retirement plans has generally gone unnoticed by many PBSO deputy sheriffs and employees. In January…

Reminder to First Responders – Tax Relief from Early Retirement Withdrawal Tax Penalties

Written by Stephen Ostrofsky, CFP® Even today, many deputy sheriffs and firefighters that I meet with are still unaware of changes in tax laws that provide significant tax relief from IRS penalties levied against pre-591/2 withdrawals made from certain employer sponsored retirement plans. The Trade Priorities and Accountability Act of 2015 (H.R. Bill 2146), also…

Category Archives: Deferred Compensation Plan

Personalized Investment Advice through Self-Directed Brokerage Accounts

Reminder to First Responders – Tax Relief from Early Retirement Withdrawal Tax Penalties

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