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Investments
The RetireZ Plan offers significant flexibility in terms of
the investments that are allowed to be made within the RetireZ
Plan. Permissible assets include:
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Stocks, Bonds, Mutual and Hedge
Funds
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Real Estate
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Private Equity and Debt Investments
Unlike most tax-qualified plans, the RetireZ Plan allows the
purchase of cash-value life insurance as an investment vehicle
thus permitting taxes on investment gains to be permanently
avoided.
Continue to learn about
the RetireZ Plan
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