Private Retirement News


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

California was just named the #1 Judicial Hellhole in the nation by NIFB.  Unfortunately, while asset protection has become one of […]
July 12, 2016
No Administration = no plan

No Administration No Implementation Makes For A Worthless Plan

When a Client walks in our office the first item we look at is the funding page or we simply […]
July 8, 2016
Judicial Hell Hole

We Understand… California named “Judicial Hellhole”

California is a hard place to do business and we get it As we have been saying for some time, […]
July 5, 2016
Put a dome of protection over your world.

What resources and information is available for Private Retirement Plans? Part 5

Attorneys, Advisors, or Administrators? Private Retirement Plans are not as well-known as IRAs and more traditional tax oriented retirement plans; […]
July 5, 2016
A Private Retirement Plan can keep you safe

Private Retirement Plan: What’s it worth? Part 4

The economic value of a private retirement plan A Private Retirement Plan provides many economic benefits over traditional methods due […]
July 5, 2016
Get a Legitimate Asset Protection Plan

Is My Private Retirement Plan Legit? PART-3

How do I ensure my PRP is set up correctly? How do I know my money is safe? The benefits […]
Diagnostic Calculator