Retirement – For Me

401K Plans

The 401K has become an ever-present part of the benefits package landscape – and for good reason. For most Americans, it’s the leading financial tool used to plan for retirement. But, determining which 401K investment is right for you can be problematic. It takes more than skimming through an informational brochure to get the information you need. You need someone to explain your options clearly and succinctly.

 

At Benefit Resource Group, we can help you understand your 401K investment opportunities and the costs and benefits involved with each. We also offer investment guidance and support, so you never feel overwhelmed. And when it comes time to roll over your 401K – we’ll be here for you! Let’s discuss your financial future and how your 401K can help make it a more secure one.

 

Contact Benefit Resource Group now.

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Annuity

No one cherishes the idea of outliving their income. All your hard work, planning and patience should be put to good use. At Benefit Resource Group, we can help you structure an annuity that fits both your lifestyle and your long-term needs. Unfortunately, most people don’t quite understand what an annuity does or how they can benefit.

 

An annuity is an investment that can accrue large amounts of capital at competitive interest rates. While your contributions are not tax-deductible, the earnings build up on a tax-deferred basis until they are withdrawn. When you make your withdrawal, that amount is subject to conventional income tax rates. There are several kinds of annuities to choose from. Call and speak to one of our dedicated agents and they can explain the pros and cons of deferred, variable, or single premium annuities. Make your money work as hard as you do. Contact Benefit Resource Group today to learn more about annuities!

Estate Planning

You are your own greatest investment—so why not secure your future now You have dedicated your life to your family, your home and your work—all of which deserves to be protected. Thankfully, there are a variety of Estate Planning options that can help safeguard your future; but determining what may be the best fit can be tricky. That’s why at Benefit Resource Group, we pride ourselves in taking the worry off of your shoulders—for years we have specialized in understanding and managing your estate needs so that you don’t have to. Our mission is straightforward—to provide superior coverage and assistance, with the modern day client in mind.

 

Whether your main priority is to provide a living legacy for your family to enjoy, or you are focused on an overall preservation of your estate property—we at Benefit Resource Group are happy to be your ally and work tirelessly to find you tailored, reliable planning solutions—that not only meet your requirements but assist in maintaining your quality of life. With a custom Estate Planning policy from Benefit Resource Group we work directly with you to determine a strategy that fits your unique needs. With our expert agents on your side, you can:

 

  • Dramatically reduce or eliminate your estate taxes
  • Learn how to create a multi-generational living legacy
  • Stay up-to-date on changing tax rules; which are changing more dramatically and faster than ever—by knowing what the current state of the industry is, we can help you effectively position your assets to best accomplish your estate goals.

 

At Benefit Resource Group we don’t stop there, we continue to offer you the most comprehensive, customized Estate Planning solutions in addition to providing guidance on how to best take advantage of fair distribution and taxation options. So, why put your future – or your family’s for that matter – at further risk?Learn more about our personalized Estate Planning programs and what we at Benefit Resource Group can do for you; don’t hesitate to contact us now!

IRAs

Simply put, an IRA is an individual retirement account. It is designed to do one thing: make your retirement a comfortable one. Of course, no two people have the same retirement needs, so finding the right kind of IRA is contingent on two factors: time and your rate of investment. If you’re longer in the tooth than most, longer term investment may not be the best strategy. Conversely, if you’ve just entered the workforce, a long term investment is probably a sound decision.

 

At Benefit Resource Group, we are dedicated to helping identify the pitfalls and pros of the IRA market. We can help you find the right retirement plan and work with you to make it come to fruition. Contact us today – or fill out our online form – to learn more about our financial expertise and IRA solutions.

Retirement Plans

Retirement is often mentioned, and seldom planned for. While it’s one thing to talk about what retirement will look like, it’s something all-together different when it comes down to making the tough decisions about financing it.

At Benefit Resource Group, we can help you make sense of all your retirement options and start building a viable nest egg. To that end, we can help you weigh the pros and cons of:

 

  • IRA Plans
  • Roth IRAs
  • 401K Options
  • Sheltered Annuities
  • Deferred Compensation Plans

 

When it comes to retirement, remember time is of the essence. The sooner you start, the more you’ll have. Contact us – or fill out our online form – to learn more about our retirement solutions today!

IMPORTANT CONSUMER INFORMATION: Howard Crissey may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state’s registration requirements. Follow-up, individualized responses to consumers in a particular state by Howard Crissey  that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.

 

Howard Crissey is licensed in TX, OK, NM, IL, NY to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in TX.  This site is not a solicitation of interest in any of these products in any other state.

 

Securities are offered through Principal Securities, Inc., 800/247-1737, Member SIPC. Principal Securities is a  member of the Principal Financial Group, Des Moines, IA 50392. Howard Crissey  Principal Securities Registered Representative.  Benefit Resource Group is not affiliated with Principal Financial Group.