Hope For Business Owners

Want to know what a Private Retirement Trustsm and how it can help secure your retirement and keep you in control of your money. This brief video helps explain this great opportunity for every person in California. You need to know about a PRTsm  

Your Business Is Your Retirement- Protect It With A PRTsm

Protect Business Using Exemptions “Exempting” Your Business for a Private Retirement – for Owners & CEOs Most successful business owners say that their business is their retirement plan, but they don’t ever claim their tax or creditor exemption rights to secure the protection, profit and preservation benefits offered by such […]

California Creditor Exemptions

Great info from Nolo on the Updated California Creditor Exemptions for 2016 When filing for Chapter 7 or Chapter 13 bankruptcy, California allows you to choose between two different sets of exemptions. Exemptions protect your property in Chapter 7 bankruptcy and help determine how much you have to pay unsecured […]

Put a dome of protection over your world.

What resources and information is available for Private Retirement Plans? Part 5

Attorneys, Advisors, or Administrators? Private Retirement Plans are not as well-known as IRAs and more traditional tax oriented retirement plans; this leaves Californians with few places to turn for resources and information regarding their personal PRT. Attorneys, fee-based advisors, and administrators are all excellent resources;however each provides unique benefits and […]