Archive for the ‘Business Acquisition Solution’ Category

Five Reasons to Use ROBS to Start a Business

June 6th, 2018

When it comes to using retirement funds to buy or finance a business that you or another “disqualified person” will be involved in personally, there is only one legal way to do it and that is through the Business Acquisition Solution, also known as a Rollover Business Start-Up (ROBS). The ROBS solution takes advantage of […]

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Three Reasons Why You May Want to Consider Using a Rollover Business Start-Up (ROBS) to Buy a Business or Franchise with your IRA or 401(k) Plan

April 10th, 2018

The Internal Revenue Code pursuant to Section 4975(d)(13) and ERISA have firmly codified the ability to use retirement funds to invest in the stock of a sponsoring company as long as certain IRS and ERISA rules are followed. The Rollover Business Start-up or ROBS arrangement typically involves rolling over a prior IRA or 401(k) plan […]

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How Can You Use ROBS with Your IRA to Fund Your Business

January 25th, 2018

Leaving your job or thinking of leaving your job and have an IRA or 401(k) qualified retirement plan? Why not use your IRA or 401(k) Plan to invest in yourself? Why put your hard earned retirement funds in the hands of Wall Street when you can use your 401(k) funds on a business you can […]

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What’s the Difference Between ROBS and the IRA Financial Group BACSS Structure?

December 5th, 2017

The IRS has coined a structure that has been designed as a means for prospective business owners to access accumulated tax-deferred retirement funds in order to cover new business start-up costs as Rollovers as Business Startups, or ROBS. As stated in the IRS’s October 1, 2008 Memorandum and repeatedly affirmed by the IRS, the ROBS […]

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You Can Use Your 401(k) Plan to Invest in a Business with ROBS

October 28th, 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? With the recent turmoil in the U.S. stock market and the downward trend expected to continue, why […]

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Why Choose ROBS Instead of a Self-Directed IRA to Start Your Business

October 13th, 2017

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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What Does the IRS Say About ROBS?

July 12th, 2017

The Employee Retirement Income Security Act of 1974 (otherwise known as ERISA) and the Internal Revenue Code clearly allow for the use of retirement funds to acquire or invest in a new or existing business as long as the transaction complies with IRS and ERISA rules and regulations. Business owners have been using retirement funds […]

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What Types of Retirement Plans can I Use with ROBS?

May 25th, 2017

It’s a little known fact that you can use retirement money to start your own business.  This is known as the Rollover Business Start-up Solution, or ROBS.  If you have funds in any of the following types of retirement plans, you can use them to finance your startup: Traditional IRAs 401 (k) Plans 403 (b) […]

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