How to Invest Your DROP Lump Sum

With 42 Years of Experience in Financial Services, Fraser Allport can help you with all your DROP, Medicare, and Social Security questions.

Be a Good Shepherd of Your Money.

Work with a Good Steward of Your Money.

Talk with Fraser … an Independent Fiduciary.

Your lump-sum DROP money is paid in one of three ways. Your choices are:

1. As a lump-sum payment, with mandatory 20% withheld for Federal Income Taxes.
2. As a tax-free 100% rollover to your own personal “Self-Directed IRA Rollover” investment account.
3. Or as a combination: a partial lump-sum payment to you, with 20% withheld for Federal Income Taxes, and then the remainder rolled over non-taxable to your new Self-Directed IRA.

What is a “ Self-Directed IRA “ ?

• Do you know how to complete all of your DROP Exit paperwork, the process, and the Deadlines ?
• Fraser can help you complete your DROP Termination paperwork, the right way.
• Fraser can also help you establish your new Self-Directed IRA Rollover account, the right way.
• Your DROP Lump Sum “rolls over“ non-taxable to your new IRA, and then we chose how to prudently invest this DROP Rollover money for you.
• Together, we can set-up your new IRA to pay you a Guaranteed Lifetime monthly check.
• In your Retirement, wise planning could get you three Guaranteed Lifetime monthly checks: Your DROP, Social Security, and IRA checks. Wow – Three Lifetime checks !

You are in the DROP. Good for you.

That’s a smart move.

But do you fully understand your DROP?

• The Drop is a wise move.
• But DROP can get complicated.
• You have many DROP forms, choices, decisions and Deadlines.
• Do you understand all of your DROP’s details ?
• All of The Rules and Regulations ?
• Plus your Rights and Responsibilities in the DROP System ?
• Your DROP requires your attention. Not a lot of your time. But a little of your time.
• It’s a good investment for you, to spend some time with your DROP.
• Because it’s your Money, and Every Day in The Drop counts.
• So get involved with your Retirement Money. Today.
• No One can care more about your Money than You.
• Learn more about your DROP, because it’s your Money.
• That makes common-sense, right ?
• Understanding your Investments, Medicare, and Social Security.
• Getting Smart about your DROP, right ?
• Make a Decision to be proactive about Your Money.
• Because Every Day in The Drop matters for you.
• Fraser Allport can make learning about your DROP fast, fun, easy, and free.
• Your DROP decisions today will be with you financially for the rest of Your Life, literally.
• Please accept Fraser’s invitation below for a Complimentary phone Consultation to answer your DROP questions. Because it is never too early to plan for your Retirement.