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