How You Can Use Your 401(k) Funds to Start a New Business

August 2nd, 2017

Leaving your job or thinking of leaving your job and a have 401(k) qualified retirement plan or other type of retirement plan? Why not use your retirement funds to invest in yourself instead of a volatile stock market? Why not use your 401(k) funds on a business you can run, manage, and even earn a […]

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President Trump’s Recent Proposed Corporate Tax Rate Reduction Expected To Increase Popularity of Rollover Business Start-Up Solution

April 26th, 2017

Trump plan to reduce corporate tax rate to 15% could make it more tax efficient for thousands of Americans use retirement funds tax-free to fund a business via ROBS IRA Financial Group, a provider of Rollover Business Startup Solution (“ROBS”) solutions, expects to see a boost in the popularity of the ROBS solution based on […]

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Growing Number of Lyft Drivers Seeking to Use Retirement Funds to Fund Their Vehicle Purchase Without Tax

July 27th, 2016

Increase demand for ROBS product for independent contractor Lyft drivers looking to fund the purchase of a new vehicle IRA Financial Group, a provider of Rollover Business Startup Solution (“ROBS”) solutions, has seen a growing interest in people across the country looking to use their retirement funds to fund the purchase of a new vehicle […]

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Forbes.com Publishes Article on Rollover Business Start-up (ROBS) Written By Adam Bergman, A Partner with the IRA Financial Group

September 29th, 2015

Adam Bergman is a contributor to Forbes.com on the topic of retirement taxation, contributes articles on using retirement funds to buy a business Adam Bergman, partner with the IRA Financial Group, has just written an article published on Forbes.com that addresses the legality of the Rollover Business Startup (ROBS) solution. The article titled, “Robbing Your […]

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The Advantages of the ROBS Solution vs. the Self-Directed IRA to Buy a Business with IRA or 401k Funds

September 16th, 2015

The Business Acquisition & Compliance Solution Structure (BACSS) also known as the “Rollover Business Start-Up” (“ROBS”) Solution is an IRS and ERISA approved structure that allows an individual to purchase a new or existing business with retirement funds and be active in the business without triggering any of the IRS prohibited transaction rules. The ROBS […]

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Veterans Turning to Solo 401(k) Plan Loan as a Means of Financing New Start-Up Business

November 18th, 2013

Solo 401(k) Plan loan will offer veterans up to $50,000 tax-free and penalty-free to use for a business-start-up or franchise IRA Financial Group, the leading provider of self-directed solo 401(k) Plans, has seen an increase number of military veteran’s establish solo 401k plans in order to take advantage of the tax-free loan feature for purposes […]

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