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Your "Dream" Retirement Plan

5/8/2017

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Is your retirement plan "behaving itself," i.e. is it really doing what you want it to do?

Here's the reason I ask - most people want their retirement plans (their 401(k) and IRA accounts) to do 4 very specific things, but the plans they have do exactly the opposite of what they want...  

But even though their plans ARE NOT doing what they want, most people continue to just "put up" with their retirement plans because they don't know they have a choice.

Well, guess what???  They do have a choice!


We all want choices - we all like to "pick and choose" when we go to a restaurant, and we also want choices when we're planning our retirement.

But most people aren't given any choices about their retirement plans - they end up being "stuck" with the retirement plan they inherit from their employer...

If your retirement plan isn't doing what you want and you're "ticked off" about it, take a couple of minutes, check out this "whiteboard" video and "see what's possible..." 

Rick

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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
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  • 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