START OR FUND A BUSINESS WITH YOUR RETIREMENT FUNDS TAX-FREE AND PENLATY-FREE!

EARN A REASONABLE SALARY FROM YOUR NEW BUSINESS AND GAIN THE FEEDOM TO CONTROL YOUR FUTURE!

GETTING STARTED IS QUICK AND EASY!

Complete a number of short and simple questions and select submit! - it's that easy!

A Tax Professional will then contact you to set-up a call with a retirement tax professional who will help you establish your Business Acquisition Solution. It's that easy!



Get Started Now! Please fill out this form and hit submit and we will contact you.

1. Client Name:

2. Phone Number:

3. Email Address:   

4. Please indicate the State(s) where you will be doing business:

5. L Please provide three (3) choices for the name of the new C Corporation that will be used as part of the structure. Please include your first name choice in box 1. Note - the name of the entity must end with one of the following words, Incorporated, Corporation, or Inc.:

A.

B.

C.

6. Please provide an address for the new business in the state of incorporation. For example, if the corporation will be formed in Texas, please provide a street address in the State of Texas. Please do not include a PO Box.

Address Line 1

Address Line 2

City      State      Zip

7. Please describe the type of business you will be conducting:

8. Please indicate the type of retirement funds you will be using to invest in your business:

IRA

ROTH

SEP

SIMPLE

OTHER       (please specify)

9. lease indicate the estimated amount of retirement funds you will be using as part of the transaction:

$

10. Please indicate the amount of personal funds, if any, you will be using as part of the transaction:

$

11. Please indicate whether you expect to have full-time employees other than yourself:

Yes       No

12. Please indicate the name of individual(s) that will be serving as Trustee of the 401(k) Plan (typically the participant (you) and/or a spouse will serve as Trustee(s) of the Plan). The Trustee is responsible for making all investment decisions on behalf of the 401(k) Plan.

13. Please indicate the name of individual that will be serving as Plan Administrator of the 401(k) Plan (typically the Plan participant (you) will serve as Plan Administrator of the 401(k) Plan). The Plan Administrator is responsible for making sure the 401(k) Plan remains in full IRS compliance, which is why it is so important to work with the tax professionals at the IRA Financial Group.


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