Knowledge Base
About Private Retirement Trust
The Private Retirement Trustsm, or PRTsm, is a proprietary Trust and patent-pending Administration support system and process that is specifically designed to capture and enhance a Californian’s retirement exemption right in advance - to protect plan assets during accumulation and optimize distributions and benefits for and during retirement.
NOTICE: The PRTsm is NOT an IRA or Qualified Retirement Plan which are regulated as tax-exempt accounts under Federal Special Rules, which both are not acknowledged under California exemption law.
NOTICE: The PRTsm is NOT an IRA or Qualified Retirement Plan which are regulated as tax-exempt accounts under Federal Special Rules, which both are not acknowledged under California exemption law.
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Makinag sure California is protected using the Private Retirement Trustsm