the PRTsm solves critical self-direction needs for successful Californians. “Private Retirement” planning strategically focuses on helping owners, executives and professionals’ fund and asset-protect personal or “private” assets on their balance sheet, including private business interests.
all other employer-sponsored retirement plans or compensation programs limit funding to the profits generated from a business, which leave all other personal assets on a balance sheet exposed to loss from lawsuits, creditor judgements, or bankruptcy trustee claims.
The patent-pending Private Retirement TrustSM provides the following powerful funding,
accumulation, and distribution benefits:There are no funding limits as long as assets are designated and proper for retirement
Funding can include business equity (corporate stock/member interests) as well as profits
Private (non-business) appreciating assets can be funded by participants
Self-directed: there are no self-dealing rules or prudent-man provisions
The PRTsm is tax-neutral – participants continue to receive tax benefits just as owned personally
All funds are completely asset-protected from lawsuits, creditor judgements and bankruptcy.
Distributions can start before age 59 ½ (no 10% penalty) or after age 70 ½ (no 50% RMD penalty)
PRTsm plan distributions retain asset-protection benefits even after paid-out!
The PRTsm is truly unrestricted, which allows a participant to do what they want and how they want to build wealth for retirement, but also receive true asset protection on all PRTsm Plan assets and benefits.
Want to find out what assets you can fund to your PRTsm and exempt from creditors? Call us today to get your
PRTsm Diagnostic. 800-730-3020.
We are your ultimate guide to “Private Retirement” maximization.