Private Retirement Plans

There is a way to protect your hard-earned wealth from lawsuit predators in litigious California — a handy, proven safety net and one of the best asset protection plans you can get. It's called a private retirement plan.

This plan shields your business investments (annuities, life insurance, investments, and even the equity in your home) from all kinds of dangers. We are more than glad to introduce you to it, at the Jeffrey M. Verdon Law Group, LLP, in Newport Beach.

Jeffrey M. Verdon has offered astute legal knowledge, creative estate strategies and attentive concierge services to family and corporate clients in Orange County and Silicon Valley for more than 30 years.

As your attorney, Mr. Verdon provides the facts you need about advantages of private retirement plans (PRP) such as:

  • Assets set aside by your business for your retirement needs, and assets you personally contribute to the PRP, are fully exempt from creditors, even in bankruptcy.
  • Cash, stocks, business profits, savings, bonds, gold, real estate, notes, even corporate stock and private business interests can all be placed safely into your PRP, without limits.
  • The PRP is a non-ERISA qualified retirement trust specifically designed for you, without the funding and strict compliance requirements placed on ERISA plans.
  • No one but you can ever touch it. All assets in the PRP are fully protected from future lawsuits and legal judgments. These funds cannot be accessed by anyone who might sue you long after you've stopped working.
  • No IRS annual filings
  • No limit on contributions to PRP
  • No requirements to include other employees
  • No restriction on investment types
  • No income tax on earnings in PRP with proper planning

Learn more about the PRP in an initial consultation with our experienced lifestyle protection lawyer, arranged by phone or email message.

We partner with Trust-CFO: www.trust-cfo.com