Private Retirement Plans

Private Retirement Plans have become one of the most powerful protection and wealth preservation strategies in California in the last decade, because it can be structured as one of the strongest, safest and most cost-effective planning tools for anyone in California who is building private equity, business interests, real estate, or any other investment for their future retirement.

What is it?

Private Retirement Plans or PRPs are programs that are held under California state creditor law in which all funds, distributions and death benefits are “exempt” from lien and seizure both in bankruptcy and non-bankruptcy (creditor lawsuit) situations.

Values & Benefits

Management Requirement

There are key components that get tested under case law, and create planning success when present:

How do you find out more?

We have partnered with in industry leader in PRP administration TRUST-CFO®, who has developed all the required analysis including upfront funding, annual benchmarking, and future plan distribution testing, to maximize the Plan strength when/if tested.

Please use these key tools to help you evaluate your current circumstance and find out what “Creditor & Tax’ exemption protection rights you have, which ones you may be forfeiting, and which ones you can claim to protect against asset seizure, erosion, and loss.