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.
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.