Office | 949.240.1101 | Email info@dinapc.com
California Code of Civil Procedure Section 704.115 fully exempts all assets in a private retirement plan (including PRT®) from creditors and lawsuit predators as long as those assets have been proven up as necessary for your retirement. A PRT ®, which is inside your private retirement plan, holds and manages your assets with attributes that are both flexible and user friendly for business owners. Unlike traditional retirement planning, such as IRAs which possess statutory limits in its exemption protection under California law, the PRT® offers potent exemption protection only limited by what can prove up as necessary for your retirement. In addition, the PRT® allows you to fund your active private assets into your PRT® that would not otherwise qualify as appropriate to fund into your traditional retirement plan model.