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The Business Acquisition Solution (ROBS)

Be your own bank & fund your business tax free

If you’re interested in using your retirement savings to start or fund a business, then the Rollover Business Start-Up Solution (ROBS) is key to achieving your goals.
Do you qualify for the ROBS?


Legally Use Your Retirement Savings to Fund a Business

Use your retirement funds to purchase a new business or franchise tax free and without penalty. The ROBS takes advantage of an exception to the tax code prohibited transaction rules to allow you to use your IRA or 401(k) funds to start or fund a new business without tax or penalty.

Invest in Yourself Without Tax or Penalty

Invest your retirement funds in a business you or your family will operate without tax or penalty. The ROBS gives you the ability to invest in yourself instead of Wall Street, giving you the opportunity to generate long-term growth for yourself and your retirement account.   

Take Advantage of New Tax Law & Earn a Salary

The Tax Cuts & Jobs Act of 2017 reduced the corporate tax rate from 35% to 21%, making the ROBS solution very attractive to many entrepreneurs.  Gain the ability to earn a salary and be actively involved in the business is another reason the ROBS plan is so popular with small business owners.

About IRA Financial Group

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms in the world, including White & Case LLP. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(K) plan to make alternative asset investments, such as real estate.  So, he created a company that would help educate retirement account holders about the many benefits of self-directed retirement plan solutions.

We believe that top-tier self-directed retirement solutions can be affordable, and we deliver them with professionalism, quality, and efficiency.

Why work with us?

We help our clients take control of their retirement funds and gain the ability to invest in almost any type of investment–tax-free. We have helped thousands of clients invest in domestic or foreign real estate, tax liens, precious metals, peer-to-peer lending, new businesses, stocks, mutual funds, foreign currencies, options, and much more.

When you choose us, you have direct and unlimited access to our in-house tax and ERISA professionals to ensure that all established tax structures are IRS compliant. We offer a full IRS audit guarantee and stand by the legality of our structures and will fully defend their merits against any IRS audit.

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