Plan Investments
The RetireZ Plan is a unique retirement plan developed in 2007 by asset protection attorney Jay D. Adkisson and tax attorney Joe Petrucelli, both experienced California attorneys.
Advantages ( Click on Topic to Learn More )
Complete creditor protection
Non-qualified
Unlimited upwards contribution limits
No requirement to add other employees
Does not limit contributions to other plans
No IRD at death
Estate planning options
Investment Flexibility
Begin learning about the RetireZ Plan