Your Investments & Porfolio can be Exempt for Your Retirement

In California, almost everyone quickly exhausts the funding limits of their qualified retirement plan, forcing them to push investment savings over onto their exposed personal balance sheet.

Any investment asset that a client owns in their own name is exposed to creditor attack.

If the purpose of the investment is to build wealth for retirement, then that asset can be funded to a Private Retirement Trustsm and accumulate just as if owned personally, but be fully protected from lawsuit or bankruptcy.

Investment assets valid for PRTsm funding can include:

  • Short-term or long-term savings (CDs)
  • Mutual funds or securities portfolios
  • Bonds
  • Annuities
  • Life Insurance
  • REITs
  • any other appreciating investment legitimate for retirement savings

It is important to note that with TRUST-CFOsm administration, PRTsm Plan investments retain full creditor exemption benefits during accumulation, when paid out as plan distributions, and upon transfer to beneficiary/heirs.  So both a client and their family receive investment benefits without the threat of loss from unwanted creditors and predators.

Call us today 800-730-3020 or 
>CLICK HERE to get Your Exemption Diagnostic Analysis & Report