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Buy a Business With a 401k

Do you dream of opening your own business without taking out loans or paying interest on that loan? You can use your 401k to start your business–penalty free. The Rollover for Business Start-Ups (ROBS) Solution has helped thousands of entrepreneurs just like you.

888-472-0648

9:00am-7:00pm EST | Monday-Friday
Got a question? Give us a call or fill out the form below and a specialist will get in touch with you.

self-directed retirement plans by IRA Financial Group
“What about your IRA, including rollover IRA? You need to look at state law, advises tax attorney Adam Bergman of IRA Financial Group. ‘If you have a judgment against you and you don’t file for bankruptcy, most states will still protect your IRA…’”

CNN money
“Adam Bergman…gets several calls a day from clients looking to invest their retirement funds in real estate. ‘Our average client…is looking to buy one or two properties. After 2008, they didn’t trust Wall Street. They wanted hard assets.’”

USA today
“Jeff Brown…transferred roughly $50,000 from his workplace 401(k) account to purchase homes to fix up and sell, partnering with a few other investors. He uses a self-directed IRA that he set up through IRA Financial Group in Miami Beach, Fla.”


Retain Key Employees

12,000+ clients

Our tax and ERISA experts have helped over 12,000 clients invest $4 billion in alternative assets.

Forbes

7 books

IRA Financial Group’s founder, Adam Bergman, is the author of seven books on Self-Directed IRA retirement plans.

7 Books

Forbes

Bergman is a frequent contributor to Forbes.com and is an official member of the Forbes Financial Council.

Buying A Business

4 Easy Steps to 401k Business Funding

1. Create a C-Corporation
IRA Financial will help you establish a C-corporation and guarantee that incorporation process is completed accurately and legally.

2. Design a New Qualified Retirement Plan
We will provide you with detailed instructions for opening the corporate and retirement bank accounts and create a plan that best suits your needs.

3. Initiate the Rollover Process
You will be guided through the process of rolling over your funds from your existing retirement plan or IRA to your new corporation’s retirement plan.

4. Get your Business Funding
You can invest in your plan by purchasing stock in the corporation. You now have the capital you need to start-up, expand or purchase a new business or franchise.

12k+ Customers Love IRA Financial

“First things First.. I have to tell you how pleased we are with the services of your office IRA Financial and especially Enrique Estrada.. He has been incredibly responsive to our issues in setting up the new “C” Corp with the ROBS 401K funds.”

Wes Fritz, General Ins. Agency Inc.

“I’ve worked with a lot of financial people. These people were smooth and explained everything, every step of the way. For a ROBS strategy, they made it simple and effective. HIGHLY RECOMMEND.”

Ed Radlow

“It was really easy to setup and it was really easy to get in touch with the attorneys to ask questions about setting it up. Thank you all again as I can use my 401k for my real estate business.”

Jared “Cy” Bornes, VA

Get a Free Consultation With a Tax Specialist!

9:00am-7:00pm EST | Monday-Friday

Got a question? Give us a call at 1-888-472-0648 to learn more, or fill out the form below and a specialist will get in touch with you.

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