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Retirement Program Guides

Better understand your retirement programs and plans options.

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Downloadable PDFs

Free financial planning checklists, worksheets and guides.

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Goal-Based Resources

Navigate your retirement with guidance aligned to your goals.

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Insights

Timely articles, unique perspectives, and actionable insight to keep you informed and prepared.

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Retirement Program Guides

AWP walks you through the most common retirement programs and plans.

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FRS Pension Plan

Learn the basics of the FRS Pension Plan and its benefits, understand pension selection options, and gain insight into ways to maximize your lifetime pension value, and in turn, your DROP.
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FRS Investment Plan

Understand the pros and cons of FRS Investment plan, special planning considerations for an investment-only retirement, and insights into portfolio and risk management strategies.
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457(b) Plans

Understand how your 457(b) Plans work, when and how you can take withdrawals, how to use your 457(b) for qualified healthcare expenses and investment insights and considerations.
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The Deferred Retirement Option Program (DROP)

Understand the Deferred Retirement Option Program (DROP) and its solutions for a flexible retirement strategy.
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Downloadable Resources

Free checklists, worksheets and guides to supplement your financial planning.

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Retirement-Focused Household Budget Worksheet

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Asset Protection Quick Guide: Property & Casualty Insurance, Defined

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FRS Pension & Drop: Pre-Retirement Checklist

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FRS Pension & Drop: Post-Retirement Checklist

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FRS Investment Plan: Post-Retirement Checklist

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FRS Investment Plan: Pre-Retirement Checklist

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Goal-Based Guides

Navigate your retirement with guidance aligned to your goals.

Define Your Legacy

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Manage Portfolio Volatility

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Secure Your Family's Family Future

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Minimize Taxes in Your Retirement Year

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Maximize Your Pension Benefits

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Covering Healthcare Costs in Retirement

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Turning Investments Into a Retirement "Paycheck"

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Finding Your Optimal Retirement Age

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Insights Blog

Timely articles, unique perspectives, and actionable insight from the AWP team.
Real Estate
How to Use Cost Segregation to Create Tax Deductions As a Real Estate Professional
Growth-Focused IM
Make Money on Your Money
Investments
IRAs and Roth IRAs: Tax Pitfalls You Need To Be Aware Of
Investments
Unlocking the Power of Roth IRAs: Tax-Free Growth and Flexible Withdrawals
DROP
Florida Senate Approves Extended DROP Participation for Law Enforcement
Investments
Mutual Funds vs. ETFs: Which Is Right for Your Portfolio?
Investments
Will Social Security Be There When You Need It?
Financial Planning
Education Savings Options: Tax-Smart Ways to Help Your Children
Healthcare
Long-Term Care Insurance: What Coverage is Best for Your Future?
Insurance
Variable Annuities: Are They Worth It?
Financial Planning
Is Your Financial Advisor Doing the Right Thing?
Asset Protection
Qualified Immunity: Are You Sure Your Assets are Protected?
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  • FOUNDATIONS
The Deferred Retirement Option Program (DROP): A Comprehensive Guide for Special Risk Employees
DROP Retirement Programs & Plans Pension Planning
  • INSIGHTS
Tax Playbook: Section 179 Deduction with 2024 Bonus Depreciation
Tax Strategy
  • TOOLS & GUIDES
FRS Investment Plan: Post-Retirement Checklist
Retirement Planning
  • TOOLS & GUIDES
FRS Pension & Drop: Post-Retirement Checklist
Retirement Planning Pension Planning DROP
  • INSIGHTS
Variable Annuities: Are They Worth It?
Insurance Tax Strategy
  • INSIGHTS
How to Use Cost Segregation to Create Tax Deductions As a Real Estate Professional
Tax Strategy Real Estate
  • INSIGHTS
How to Maximize Charitable Contributions
Tax Strategy
  • TOOLS & GUIDES
FRS Pension & Drop: Pre-Retirement Checklist
Retirement Planning Pension Planning DROP
  • INSIGHTS
Is Your Financial Advisor Doing the Right Thing?
Retirement Programs & Plans Financial Planning
  • INSIGHTS
Mutual Funds vs. ETFs: Which Is Right for Your Portfolio?
Investments
  • FOUNDATIONS
Minimizing Taxes in Your Retirement Year
Tax Strategy Retirement Planning
  • INSIGHTS
The Top 10 Social Security Claiming Strategies You Should Consider
Retirement Planning
  • FOUNDATIONS
Managing Portfolio Volatility
Investments Retirement Planning
  • FOUNDATIONS
457(b) Plans: An Overview for Florida First Responders
Retirement Programs & Plans
  • INSIGHTS
Qualified Immunity: Are You Sure Your Assets are Protected?
Asset Protection
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© 2024 Atlantic Wealth Partners LLC. All Rights Reserved.

Atlantic Wealth Partners, LLC (CRD No. 289440), is an investment advisor registered with the United States Securities and Exchange Commission. The use of the term “registered” to refer to our firm and/or our associated persons does not imply any particular level of skill or training. The information contained herein is not an offer to sell or a solicitation to engage us for investment advisory services in any jurisdiction(s) in which we are not appropriately registered, excluded, or exempt from registration. Copies of our Form ADV Part 2A Firm Brochure and our Form ADV Part 3 Client Relationship Summary are available free of charge at https://adviserinfo.sec.gov/. Our Client Relationship Summary is also available here.

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†Serving Florida’s First Responders since 1999 as the Center for Wealth Planning from 1999-2017, and continuing our commitment henceforth as Atlantic Wealth Partners.