Conservative Retirement Solutions, LLC
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Baby Boomers

Please take a few minutes to watch these videos and learn about the valuable advantages they explain. My business is helping people save, grow and protect their money. If you would like to learn more or ask specific questions please let me know by contacting me today. 

(713) 206-3885
1800 St. James Place, Suite 325
Houston, TX 77056
Click Here to Email Us

Taxes, Risks & Fees

We all want the money we save for retirement to last as long as we do and provide us with as much income as possible without any risk of running out of money. The money we save in a 401k, 503b, IRA or SEP plan is simply not the best way to grow and protect our retirement savings or provide retirement income for the rest of our lives without running the risk of running out of money. Watch this video to learn about a better solution. 
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Request a Free Consultation

IUL Retirement Plan

There are three problems with the way we save for retirement in a 401k, 403b, IRA, or SEP: income taxes, investment losses, and management fees. Together they can reduce our retirement income by at least 30 or 40% but they are all avoidable. Watch this video to learn how you can earn Tax Free Retirement Income without those losses.

Request a Free Consultation

Social Security

The standard retirement age for social security benefits is currently between 65 and 67 depending on our birthdate but we can start our retirement benefits as early as age 62 or as late as age 70. The choice of when to start your retirement benefits can be extermely impactful in the long-term benefits you receive. Watch this video to learn more about your options.
​  
Request a Free Consultation

Annuity Types and Differences

When you think about your retirement, do you worry that you might run out of money? That you might outlive your savings. Or that your investments might not last as long as you do? If you live to 100 or beyond, will there still be enough for you to live independently? Watch this video to learn how you can use a Medicare Savings Account to help avoid running out of money.
​

Request a Free Consultation

Withdrawal Guarantee

When we retire, we will need to convert our retirement savings into retirement income. But what if the market crashes during our retirement like it did in 2008 and 2009 and we lose 50% of our savings. Will we still have enough to continue our withdrawals? Watch this video to learn about how withdrawal guarantees can help you stay comfortable throughout your retirement.

Request a Free Consultation

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Conservative Retirement Solutions, LLC​
1800 St. James Place
Suite 325
Houston, TX 77056
office:    (832) 356-SAFE (7233)

direct:    (713) 206-3885
Click Here to Email Us

Location

Website by InsuranceSplash
  • Home
  • Learn
    • Gen X
    • Baby Boomers
    • Small Business Owners
    • Corporate Executives
    • Private Practice Individuals
  • Products
    • Life >
      • Family Term Coverage
      • Mortgage Protection
      • Final Expense
      • College Funding
      • Home Equity Transfer
      • Universal Life
      • Living Benefits UL
      • IUL Retirement Plan
      • Private Equity Banking
      • PAR Whole Life
      • Tax-Free Retirement Plan
      • Pension Maximization
      • Key Person
      • Taxes Risks & Fees
      • Executive Bonus
      • 412e3 Pension
      • Lifetime Tax Strategy
      • Business Succession
      • IUL Reset
      • IUL Hedging
      • IUL Crediting
      • Salary Continuation
      • Financial vCourse
      • Living Benefits
      • Planned Giving
      • Whole Life Cash Reserve
      • Business Tax Strategy
      • IUL Decision Assurance
      • CRT/ART
    • Annuities >
      • Retirement Questions
      • Split Annuity
      • Indexed Annuity
      • Withdrawal Guarantee
      • Multi-Year Guaranteed Annuity
      • Safe Money Contracts
      • Longevity Annuity
      • Annuity Laddering
      • LTC Annuity
      • IRA Rollover
      • Guarantee Your TSP
      • Lifetime Income Guarantee
      • Annuity Exchange
      • Annuity Primer
      • Annuity Buckets
      • FIA Decision Assurance
      • Cash Balance Plan
      • 401k Plan Rollover
      • Stretch IRA
      • Retirement vCourse
      • Roth Annuity
      • FIA Crediting
      • FIA Reset
      • FIA Hedging
    • Estate Planning >
      • IUL Cash Reserve
      • Your Estate Plan
      • Living Trust
      • Special Needs Trust
      • LTC Life
      • One Pay LIfe
      • IRA Conversion
      • Reverse Mortgage
      • Life Settlement
      • Buy/Sell Funding
      • Estate Tax Trust
      • Safe Money Retirement Tax Strategy
      • Insurance Financing
      • Social Security
      • Business Equity Transfer
  • Create A "Private Pension"
  • The Annuity Truth
  • Blog
  • About
  • Contact