to fund a new business
using your 401(k) or IRA money.
No notes to sign.
No money to pay back, No interest.
Use tax money you would have paid the government.
Get your money out of the stock market and back into your control.
Since 2003, over 12,000 businesses have been funded this way.
does it work?
With the passage of The ERISA Act of 1974, by having your new business adopt a retirement rollover plan, tax payers are allowed to invest their 401k or IRA funds into stock in their own companies. Here is an example based on $100,000 in a retirement fund:
you “take a distribution” you will pay taxes and early distribution penalties.
in fund: $100,000
taxes: - 41,000
cash: $ 59,000
you “roll over” funds from
one qualified plan to another,
there is no taxable event.
provide the expertise.
the past 10 years, our team has helped a thousand clients roll over millions
of retirement dollars into hundreds of new businesses. We took care
of all of the paperwork. And we can do the same for you.