Conservative Retirement Solutions, LLC
  • Home
  • VIDEOS
    • Retirement Planning >
      • Annuity Explanation
      • Home Equity Transfer
      • Monetary Devaluation
      • Pension Maximization
      • Retirement Income Risk
      • Retirement Insurance
      • Retirement Questions
      • Retirement Savings Risk
      • Retirement Tax Strategy
      • Reverse Mortgage (HECM)
      • Roth Conversion
      • Safe Money Contracts
      • Social Security
      • Tax Free Retirement
      • Taxes, Risk & Fees
    • Fixed Annuities >
      • Annuity Buckets
      • Annuity Exchange
      • Annuity Laddering
      • CD to Annuity
      • FIA Credit Rate Explanation
      • FIA Decision Assurance
      • FIA Hedging Explanation
      • FIA Reset Explanation
      • Guaranteed Income Rider
      • IRA Annuity
      • Income Annuity (SPIA)
      • Indexed Annuity
      • LTC Annuity
      • Longevity Annuity
      • Multi Year Guarantee Annuity (MYGA)
      • QLAC Annuity
      • Split Annuity
      • TSP Annuity
    • Estate Planning >
      • CRT / ART
      • Cash Reserve Asset Class
      • Estate Life Insurance
      • Estate Planning
      • Estate Tax Insurance Trust
      • Estate Taxation
      • Final Expense
      • LTC Life
      • Life Settlement
      • Living Trust
      • Planned Giving
      • RMD Conversion
      • Single Premium Life
      • Special Needs Trust
      • Split Dollar Family Banking
    • Life Insurance >
      • Cash Value Life Insurance
      • Child Savings Bank
      • College Funding
      • Family Life Insurance
      • IUL Credit Rate Explanation
      • IUL Decision Assurance
      • IUL Hedging Explanation
      • IUL Reset Explanation
      • IUL Retirement Plan
      • Index UL
      • Life Insurance Calculation
      • Lifetime Tax Strategy
      • Living Benefits
      • Mortgage Life Insurance
      • Private Equity Banking
      • Term/UL Conversion
      • WL Retirement Plan
      • Whole Life Dividends
  • Create A "Private Pension"
  • The Annuity Truth
  • Blog
  • About
  • Contact

Lazy Money Annual Statement

11/18/2017

0 Comments

 
lazy_money_cure_annual_statement_07-28-2017.pdf
File Size: 156 kb
File Type: pdf
Download File

Check out the PDF linked above - a couple of years ago, this person decided that she was tired of not earning a decent interest, and she decided to put her "Lazy Money" to work...

Now, her money is:
  1. earning a double-digit interest 
  2. not in the stock market - can't lose interest if stock market crashes
  3. 100% access - she can get 100% of her money back at any time with no penalties
Also - she now has access to $240,567, tax-free, if she needs money for home health care or nursing home expenses, or if she's diagnosed with a terminal illness. 

And, if she never needs to access that money, her heirs will inherit the entire $240,567 income tax free when she passes on...

I'd say this represents quite an improvement over letting her money continue to sit around and be "lazy" in a bank CD or savings account...

What do you think?  

​Here's a short "animated whiteboard" video I put together that explains everything:  

www.LazyMoneyVideo.com 

​
Call or send an email with questions - no cost or charge - just answers...

0 Comments



Leave a Reply.

    Contact Us

    (713) 206-3885
    1800 St. James Place

    Suite 325
    Houston, TX 77056

    Archives

    July 2021
    May 2021
    January 2021
    August 2020
    March 2020
    December 2019
    November 2019
    September 2019
    July 2019
    June 2019
    January 2019
    December 2018
    May 2018
    November 2017
    September 2017
    August 2017
    May 2017
    April 2017

    Categories

    All
    FAQs
    Financial
    Insurance
    Local
    Safety

    RSS Feed

Navigation

Homepage
Insurance Products
Contact Us
Agent Login

Contact Us

Conservative Retirement Solutions, LLC​
1800 St. James Place
Suite 325
Houston, TX 77056
​D
irect:    (713) 206-3885
Click Here to Email Us

Location

Website by InsuranceSplash
  • Home
  • VIDEOS
    • Retirement Planning >
      • Annuity Explanation
      • Home Equity Transfer
      • Monetary Devaluation
      • Pension Maximization
      • Retirement Income Risk
      • Retirement Insurance
      • Retirement Questions
      • Retirement Savings Risk
      • Retirement Tax Strategy
      • Reverse Mortgage (HECM)
      • Roth Conversion
      • Safe Money Contracts
      • Social Security
      • Tax Free Retirement
      • Taxes, Risk & Fees
    • Fixed Annuities >
      • Annuity Buckets
      • Annuity Exchange
      • Annuity Laddering
      • CD to Annuity
      • FIA Credit Rate Explanation
      • FIA Decision Assurance
      • FIA Hedging Explanation
      • FIA Reset Explanation
      • Guaranteed Income Rider
      • IRA Annuity
      • Income Annuity (SPIA)
      • Indexed Annuity
      • LTC Annuity
      • Longevity Annuity
      • Multi Year Guarantee Annuity (MYGA)
      • QLAC Annuity
      • Split Annuity
      • TSP Annuity
    • Estate Planning >
      • CRT / ART
      • Cash Reserve Asset Class
      • Estate Life Insurance
      • Estate Planning
      • Estate Tax Insurance Trust
      • Estate Taxation
      • Final Expense
      • LTC Life
      • Life Settlement
      • Living Trust
      • Planned Giving
      • RMD Conversion
      • Single Premium Life
      • Special Needs Trust
      • Split Dollar Family Banking
    • Life Insurance >
      • Cash Value Life Insurance
      • Child Savings Bank
      • College Funding
      • Family Life Insurance
      • IUL Credit Rate Explanation
      • IUL Decision Assurance
      • IUL Hedging Explanation
      • IUL Reset Explanation
      • IUL Retirement Plan
      • Index UL
      • Life Insurance Calculation
      • Lifetime Tax Strategy
      • Living Benefits
      • Mortgage Life Insurance
      • Private Equity Banking
      • Term/UL Conversion
      • WL Retirement Plan
      • Whole Life Dividends
  • Create A "Private Pension"
  • The Annuity Truth
  • Blog
  • About
  • Contact