Private Retirement Trust
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PRT 101

  • Private Retirement Plans in California: How Safe is Your Retirement Savings? PART-1
  • Funding your future: Difference between Private Retirement Plans and Tax Oriented Retirement Plans Part-2
  • Is My Private Retirement Plan (sm) Legit? PART-3
  • Private Retirement Plan: What’s it worth? Part 4
  • What resources and information is available for Private Retirement Plans? Part 5

Knowledge Base

7 Articles

LIFETIME ESTATE & GIFT TAX – EXEMPTION RATE CHART

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  • 1465

The Private Retirement Trustsm – a proprietary Trust design

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  • 1181

What is Private Retirement ? The safest way to “exempt” private self-directed assets.

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  • 954

California Private Retirement Plan

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  • 1329

Helping California Business Owners Protect Private Assets for Retirement

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    Get Protected
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PRT 101

  • Private Retirement Plans in California: How Safe is Your Retirement Savings? PART-1
  • Funding your future: Difference between Private Retirement Plans and Tax Oriented Retirement Plans Part-2
  • Is My Private Retirement Plan (sm) Legit? PART-3
  • Private Retirement Plan: What’s it worth? Part 4
  • What resources and information is available for Private Retirement Plans? Part 5

Knowledge Base Articles

  • California Creditor Exemptions
  • Zeller Kern Wealth Advisors Partners in Alliance with TRUST-CFOsm
  • Retirement Plan Benefit Planning Matrix
  • Raymond-Olmo Bizcard
  • Helping California Business Owners Protect Private Assets for Retirement

Knowledge Base Authors

  • Josh Saunders
    Articles Authored: 8
  • Ray Olmo
    Articles Authored: 1

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.

Popular Forum Topics

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  • Do You Use Exemption Law for Asset Protection

Contact Us

We’re a California-based business headquartered near Sacramento, and with satellite locations in all the major business hubs throughout California. If you’d like to come in to one of our offices for a visit and no-charge consultation, just give us a call and we’ll make sure to accommodate you. Thank you for your consideration.

Call Us Today 800-730-3020 or Email at info@trust-cfo.com

Makinag sure California is protected using the Private Retirement Trustsm

© 2018 TRUST-CFO | All Rights Reserved

TRUST-CFO does not provide tax. legal or investment advice. The information presented here is not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials and illustrations are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of all utilized materials. The information in these materials may change at any time and without notice.

Welcome to our 5 Part Series on the Private Retirement Trustsm