Welcome to Comprehensive Benefit Services, Inc.
When it comes to determining the most appropriate employee benefits product design and product mix to suit both the needs of your company and the welfare of your staff, the considerations can be confusing. What many businesses need to guide them in their employee benefits and associated HR services, is a relationship with a trusted employee benefits consultant that can help them sort through the maze of available information and make informed, intelligent choices.
That is what we do for our clients and it is what we can do for you and your company. We specialize in the following areas:
- Employee Benefit Services - Group Health, Dental, Life, Disability Programs and Analysis.
- Corporate Retirement Plans - 401(k), 403(b), Profit Sharing, Deferred Compensation and 3(21) Fiduciary Services.
- Business Succession - Strategies on how to transition out of your business
- Estate Planning- for preservation of wealth from generation to generation
- Variable and fixed annuities
- Life insurance - providing financial protection for your loved ones
- Investment Portfolio Analysis
If you would like any further information about these topics or other areas of our services, please do not hesitate to call us at: (703) 813-5551 or email us at: firstname.lastname@example.org.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Understanding how capital gains are taxed may help you refine your investment strategies.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Gaining a better understanding of municipal bonds makes more sense than ever.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.