Buy A Business With 401K

Do you dream of opening your own business without taking out loans or paying interest on that loan? You have options available to you – you can use your 401K to start your business – penalty free. Rollover as Business Start-Ups (ROBS) has helped thousands of entrepreneurs just like you fulfill that dream of owning their own business.

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“What about your IRA, including rollover IRA? You need to look at state law, advises tax attorney Adam Bergman of New York’s IRA Financial Group. ‘If you have a judgment against you and you don’t file for bankruptcy, most states will still protect your IRA from the judgment,’ says Mr. Bergman.”

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“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.”

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“Adam Bergman…gets several calls a day from clients like McDermott looking to invest their retirement funds in real estate. ‘Our average client has retirement accounts of about $150,000 and is looking to buy one or two properties,” he said. “After 2008, they didn’t trust Wall Street. They wanted hard assets.'”

12,000+ clients

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

7 books

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

Forbes

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

4 Easy Steps to 401K Business Funding

Step 1: Create a C-Corporation

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

 

Step 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.

 

Step 3: Initiate the Banking 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.

 

Step 4: Getting 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.

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