This site is published for residents of the State of California only. The information contained in this site is for educational and reference purposes only. Follow up conversations with potential clients or effecting the creation of a 7702 Private Plan will not occur without proper suitabililty requirements, disclosures requirements and signed and copies received by prospective client per California State law. We believe that a properly structured 7702 Private Plan has a place in nearly every individual's portfolio, and we will take the time to fully answer all of your questions before submitting an application to open your own Private Plan retirement account.
Madoff IRA account victim Allan Goldstein
Mr. Goldstein had saved over $1 million dollars in his IRA working very hard. His financial advisor recomended moving the IRA to Mr. Madoff's company. Upon the arrest of Mr. Madoff the entire IRA was completely wiped out, the only source of income are 'life insurance policies.'
Had Mr. Goldstein invested more of his funds in a safe and guaranteed 7702 Private Plan he and his wife would remain financially secure
Had Mr. Goldstein invested more of his funds in a safe and guaranteed 7702 Private Plan he and his wife would remain financially secure
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