Check out our blog for all things Private Retirement Plans in the State of California
Ride the Waves of Retirement Without Wiping Out: Understanding Your California Exemption Protection Potential
Exemption planning is rarely at the top of anyone's to-do[...]
The Retirement Planning Roller Coaster: Customizing Your Private Retirement Plan
To qualify for the exemption protection of California Code of[...]
Clearing a Path to Retirement Planning: Funding a PRT When You Have Pending Litigation
Meet Sam, an Orange County business owner who was just[...]
Gambling With Retirement Funds: PRT Loans vs. Withdrawals Under California Law
A properly designed Private Retirement Plan is not enough to[...]
PRT Non-Qualified Plan vs. ERISA-Qualified Plan: Which Retirement Plan Is Right for You?
Safeguarding retirement assets with a Private Retirement Plan is a[...]
The Gluck Case: How a Private Retirement Trust Lost Its Exemption Under California Law
Not all Private Retirement Trusts ("PRTs") are created equal. To[...]