Conservative Retirement Solutions, LLC
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Retirement Planning



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

Guaranteed Lifetime Income Contracts

​If you are saving and investing money for retirement, and you are at all concerned with market risk and the safety of your money, watch this short video to learn about and understand the retirement contracts that guarantee lifetime income without investment risk.
​
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

Lifetime Tax Strategy

Most of us think that we're already doing all we can to minimize our taxes and ethically take advantage of the tax code to pay no more than we need to. But the US tax code is very complex and taking advantage of the long-term implications between deductions, deferrals, and exemptions is difficult. Failing to do so over 20 years can cost you hundreds of thousands of dollars. Watch this video to find out how to be sure you're taking maximum advantage of what the tax code allows.
​
Request a Free Consultation

Lifetime Financial Security

Life insurance that only pays off when we die is a problem because the threat to our family's financial security is not limited to our death. In fact, due to advances in medical technology, many of us are surviving an injury or disease that in the past would have resulted in our death. Watch this video to learn how your family can have lifetime financial security if you are alive but can no longer support them financially. 
​
Request a Free Consultation

Private Equity Banking

Whenever we purchase anything with a credit card or borrow money to buy something we pay more in interest to the bank than we earn on our own savings or investments. So we pay more money to borrow money than we make saving money. So what can we do? Become our own bankers and profit from our own borrowing. Watch this video to learn how.
​
Request a Free Consultation

Whole Life 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. And together they can reduce our retirement income by at least 30% or 40% but they are all avoidable!
​
Request a Free Consultation

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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