retirez.com retirez.com

retirez.com

RetireZ Plans -- Protected Retirement Plans for California

The RetireZ is a unique retirement plan that offers outstanding advantages for California business owners and high-risk professionals

http://www.retirez.com/

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WHOIS PRIVACY PROTECTION SERVICE, INC.

WHOIS AGENT

PO ●●●639

C/O R●●●●●Z.COM

KIR●●●AND , WA, 98083

US

1.42●●●●0657
1.42●●●●4730
JX●●●●●●@WHOISPRIVACYPROTECT.COM

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WHOIS PRIVACY PROTECTION SERVICE, INC.

WHOIS AGENT

PO ●●●639

C/O R●●●●●Z.COM

KIR●●●AND , WA, 98083

US

1.42●●●●0657
1.42●●●●4730
JX●●●●●●@WHOISPRIVACYPROTECT.COM

View this contact

WHOIS PRIVACY PROTECTION SERVICE, INC.

WHOIS AGENT

PO ●●●639

C/O R●●●●●Z.COM

KIR●●●AND , WA, 98083

US

1.42●●●●0657
1.42●●●●4730
JX●●●●●●@WHOISPRIVACYPROTECT.COM

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RetireZ Plans -- Protected Retirement Plans for California | retirez.com Reviews
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The RetireZ is a unique retirement plan that offers outstanding advantages for California business owners and high-risk professionals
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RetireZ Plans -- Protected Retirement Plans for California | retirez.com Reviews

https://retirez.com

The RetireZ is a unique retirement plan that offers outstanding advantages for California business owners and high-risk professionals

INTERNAL PAGES

retirez.com retirez.com
1

RetireZ Plans -- Protected Retirement Plans for California

http://www.retirez.com/about.htm

About the RetireZ Plan. The RetireZ Plan is administered by Retirez, Inc., a California for-profit corporation. The designers of the RetireZ Plan are Jay Adkisson and Joe Petrucelli. Is an attorney admitted to practice in California, Oklahoma and Texas, and is a partner in the law firm of Riser Adkisson LLP. Continue to learn about the RetireZ Plan.

2

RetireZ Plans -- Protected Retirement Plans for California

http://www.retirez.com/non-exclusive.htm

The RetireZ Plan is non-exclusive and may be utilized without diminishing the amounts of contributions available for any other plans. Continue learning about the RetireZ Plan.

3

RetireZ Plans -- Protected Retirement Plans for California

http://www.retirez.com/no_ird.htm

No Income in Respect to Decedent (IRD) Issues. The term Income in Respect to Decedent (IRD) refers to the taxation of qualified plans that occurs at death, whether estate and income taxes are simultaneously assessed against the remaining qualified plan assets. As a non-qualified plan, the RetireZ Plan does not trigger any additional income taxes upon death of the retiree. Estate taxes may be avoided by optional planning at the time that the RetireZ Plan is implemented.

4

RetireZ Plans -- Protected Retirement Plans for California

http://www.retirez.com/creditor_protection.htm

The RetireZ Plan features significant and layered creditor protection . RetireZ Plan assets are protected both by the applicable California statutes and by unique structuring that adds an additional layer of protection. The RetireZ Plan is designed so that the assets meet the criteria of certain federal bankruptcy requirements so that the plan assets and payments to the retiree are protected even if the retiree is forced into bankruptcy. Continue learning about the RetireZ Plan.

5

RetireZ Plans -- Protected Retirement Plans for California

http://www.retirez.com/non_qualified.htm

The RetireZ Plan is not a tax-qualified plan. A person who contributes to a RetireZ Plan will not get a current-year income tax deduction. This is outweighed by other advantages:. There is no 10% penalty for payments made before the age of 59.5 allowing the retiree to take money out at an earlier age if necessary. There is no requirement of mandatory distributions at certain ages. Income taxes are paid now, as opposed to in later years when rates may be higher. Continue learning about the RetireZ Plan.

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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. Click on Topic to Learn More ). Unlimited upwards contribution limits. No requirement to add other employees. Does not limit contributions to other plans. No IRD at death. Begin learning about the RetireZ Plan.

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