Financing A Business with 401K

The 401k business financing plan (ROBS 401k) is perfect for entrepreneurs seeking readily available funding capital, especially those looking for interest-free or no hassle business funding sources.

  • Fund Your Business Start-Up With Retirement Funds
  • Not A Taxable Distribution
  • Not A Loan

Why Choose IRA Financial

Experience You Need

IRA Financial Group has over a decade of experience helping investors self-direct their retirement accounts.

Customer Service You Want

Our team will work one-on-one with you to establish a Self-Directed IRA, Solo 401(k) or ROBS solution that fits your goals.

Financing A Business with 401K - IRA financial group clients

12,000+ clients

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

Turning Retirement Funds into Start-Up Dreams

7 books

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

Forbes

Forbes

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

How To Fund Your Business With Your 401(k)

Establish a Corporation

We will walk you through the process – we have helped many clients through the same process.

Set Up Your 401K Plan

This 401K Plan will allow you to be in control and call the shots.

Perform the Rollover

We will help you with the rollover to guarantee your success with no risk to you.

Self-Fund Your Business

Once you have your funds, you can open the doors to your new business.</

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Advantages of Using ROBS

Tax Advantages

With the BACSS you have the ability to use your retirement funds to acquire a new business or grow an existing business tax-free!

Start or Grow a Business Tax-Free

With BACSS, you can access your retirement funds to start or grow a business tax free and without penalty!

Access Funds without Penalties

Accessing your retirement funds can prove expensive if not structured properly. Distributions before retirement age can cost you up to 45% in taxes and penalties. With BACSS, you can access your retirement funds to start or grow a business tax-free and without penalty!

Acquire or Build a Business with No Debt

With BACSS, you can start or grow a business without ever borrowing a penny or touching the home equity you worked so hard to build.

Control your Future

With BACSS, you will be in control of your retirement funds. BACSS is designed to make you the trustee of the plan giving you “Checkbook Control” over your retirement funds. As trustee of the plan you will have the ability to invest your funds to acquire or grow a business tax-free and without penalty!

Compliance with IRS and ERISA Rules

BACSS was designed as an IRS and ERISA compliant structure for using retirement funds to acquire or invest in a business tax-free! The IRA Financial Group’s in-house retirement tax professionals spent the last two years carefully studying IRS guidance in order to design an IRS and ERISA compliant structure for using retirement funds to acquire or invest in a business tax-free!

Speed

We have developed a process that ensures speed and compliance, by using standardized procedures that work via phone, e-mail, fax, and mail. Your funds will be ready for investment into your new or existing business within 14-21 days.

Value

With the IRA Financial Group, you will be working directly with our in-house tax and ERISA professionals to design an IRS and ERISA compliant structure that will allow you to use your retirement funds to acquire or grow a business tax-free at a fair and reasonable price.

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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.”

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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.'”

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

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