PBSO Deputies | True North Financial Advisors, Inc

FRS Investment Plan Participants Can Obtain Personalized Investment Advice through Self-Directed Brokerage Accounts

Written by Stephen Ostrofsky, CFP® The pursuit of personalized investment advice might seem elusive for many Florida Retirement System (FRS) Investment Plan participants. For many, the Self-Directed Brokerage Accounts (SDBAs), has gone unnoticed by PBSO deputy sheriffs and employees since 2014. In January 2014, the FRS announced the SDBA option for FRS Investment Plan investors to provide greater…

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…

The Year in Review: How to Manage Your Retirement Portfolio: Strategic Versus Tactical Asset Allocation

Written by Stephen Ostrofsky, CFP® For the year 2018, the Dow Jones Industrial Average and Russell 2000 Indexes were down 3.48% and 11.01%, respectively. During the year while the Federal Reserve, raised interest rates, the overall bond market was down slightly. So what are investors to do now? That depends on what your investment policy…

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: PBSO Deputies

FRS Investment Plan Participants Can Obtain Personalized Investment Advice through Self-Directed Brokerage Accounts

Personalized Investment Advice through Self-Directed Brokerage Accounts

The Year in Review: How to Manage Your Retirement Portfolio: Strategic Versus Tactical Asset Allocation

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

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