Why should I exchange investments to a PTO?
Author: Ron Ottaviano | 
As with your home, your investments are a valuable asset that needs protection. They are probably ear-marked for savings, retirement, college tuitions or some future goal and you want them to be there. In a lawsuit or back taxes or creditors, they can be reached, and anyone who has a legal judgment to go after your assets will want to go after the liquid assets first. In addition, once the investments are owned by the PTO, they no longer go on your tax return and the PTO has no tax filing requirement, so forget the IRA or 401-K that the government is in charge of. How about no penalty for early withdrawal, how about using the money when you want to or need to, not when you reach a certain age? How about you in control of your money and not the government?
