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Private Retirement News


August 9, 2016
Asset Protection and estate planning

Jeffery Verdon Law Group In The News

Poor Planning Leads To Huge Losses For Orange County Family The Verdon Law Group, one of our great power partners […]
August 4, 2016
Is your Business Protected

Exempting Your Business Stock & Interests in a Private Retirement Plan

Funding Your Retirement with Your Business Stock While other retirement plans prohibit private business interest funding, a Private Retirement Plan (PRP) […]
July 30, 2016

Collaboration not Cannibalism

In review of all our incoming calls from outside advisors last week, we have validated a clear distinction between two types […]
July 25, 2016
101j Don't give money to the IRS

The Greatest Tax per Dollar…and Totally Unnecessary

Recently we were engaged by a CPA to help clean up a mess that will create a huge and completely […]
July 22, 2016
Making Doctors secure in Retirement

Funding The Retirement Gap For Doctors

Doctors Simply Can’t Put Enough Money In Their Pre-Tax Retirement Plans to Succeed…So Now What? Successful doctors, read this…….it is common knowledge […]
July 13, 2016
Get your Estate Map

Don’t Be A Magellan, Get An Estate Map

Do You Have a Map For Your Financial World? Ferdinand Magellan created a map to help  prove the far east could […]
July 13, 2016
Does a tax deduction ever hurt you?

The Incredible “Non-Tax” Tax Benefits of a Private Retirement Plan

Ok, so when clients come in our door, they always seem to ask if they can get a tax-deduction for […]
July 13, 2016
Administration is key to success

If you don’t have Administration, you don’t have a legitimate Retirement Plan

All plans require 3rd party administration to protect retirement plan integrity.  But it’s particularly important for Private Retirement Trusts.  Why? […]
July 12, 2016
Create A Custom Retirement Plan

Why Wouldn’t You Build the Perfect Retirement Plan…Your Way?!

Because No One’s Telling You About It – That’s Why! California “private retirement plans” have been around since 1970, even […]
July 12, 2016
Do you know your Rights to asset Protection

A Californians Right to a Protected Retirement

Private Retirement – A Californians Right to Exempt Assets California was just named the #1 Judicial Hellhole in the nation by […]
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