Retirement Timeline — FRS

Florida Retirement System · Prototype build

v0.6.1 prototype Plan

Member data

Step 1 of 3

1Member

Member's name

Advisor

Timeline note (cover page)

2Retirement (DROP)

DROP / retirement age

DROP years

Separation age

Plan option

Pension monthly (Option 1)

Selected option monthly (override)

COLA rate (auto from service years, or enter directly)

Pre-2011 service years (for COLA)

Total service years at retirement

COLA override (% — leave blank to use formula)

DROP ending balance

DROP fund rate

RMD start age (73 or 75 per SECURE 2.0)

3Social Security

Member SS age

Member SS monthly

Spouse SS age (optional)

Spouse SS monthly

4Other retirement assets

Deferred comp, IRA rollover, annuity, other accounts. Up to 6 streams.

Stream 1 — Deferred Comp + DROP $42,919 · 3%

Label

Starting balance (at retirement)

Monthly deposit

Deposit years

Growth rate (APR)

Distribution start age

Distribution years

Distribution rate (APR)

Rolls DROP balance in

Tax treatment (drives RMD)

Stream 2 — — not configured

Label

Starting balance (at retirement)

Monthly deposit

Deposit years

Growth rate (APR)

Distribution start age

Distribution years

Distribution rate (APR)

Rolls DROP balance in

Tax treatment (drives RMD)

Stream 3 — — not configured

Label

Starting balance (at retirement)

Monthly deposit

Deposit years

Growth rate (APR)

Distribution start age

Distribution years

Distribution rate (APR)

Rolls DROP balance in

Tax treatment (drives RMD)

Stream 4 — — not configured

Label

Starting balance (at retirement)

Monthly deposit

Deposit years

Growth rate (APR)

Distribution start age

Distribution years

Distribution rate (APR)

Rolls DROP balance in

Tax treatment (drives RMD)

Stream 5 — — not configured

Label

Starting balance (at retirement)

Monthly deposit

Deposit years

Growth rate (APR)

Distribution start age

Distribution years

Distribution rate (APR)

Rolls DROP balance in

Tax treatment (drives RMD)

Stream 6 — — not configured

Label

Starting balance (at retirement)

Monthly deposit

Deposit years

Growth rate (APR)

Distribution start age

Distribution years

Distribution rate (APR)

Rolls DROP balance in

Tax treatment (drives RMD)

Enter member data to generate a timeline

Fill in the member's pension, DROP, and other retirement accounts on the left, then click Run timeline to produce a scenario report matching the FRS workbook.