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Top 3 Businesses Using the Rollover Business Startups Solution

Top 3 businesses using roll over business solutions

Whether you are already utilizing Rollover as Business Startups (ROBS), or looking for some info about it, it may help to know what types of business you might want to open.  We took a survey of our current ROBS clients to find out what businesses they have started.  In the following, we’ll briefly describe the […]

Business Acquisition Solution – Our Services

Business Acquisition Solution

What is Robs The Rollover as Business Startup (ROBS) Solution is an IRS and ERISA approved structure that allows investors to use their retirement funds to invest in a new or existing business/franchise. This is the only legal way to use your retirement funds to invest in a business you or another disqualified person will […]

Solo 401k Plan Required Minimum Distribution Rules

Solo 401(k) RMD

What is an RMD? Once you reach the age of 70½, you must start to better understand the required minimum distributions (RMDs) rules. That’s because, upon reaching this age, the IRS requires you to withdraw at least a minimum amount each year from all your IRAs and retirement plans—except Roth IRAs—and pay ordinary income taxes […]

Solo 401k Facts vs Fiction

Solo 401(k) Facts

Learn the Solo 401k Facts vs Fiction before establishing the plan. In this article, we separate truth from myth to help you better understand what the plan can offer. What is a Solo 401k Retirement Plan? The Solo 401k Plan is essentially a regular, plain-old, vanilla 401(k) that has one participant who is a self-employed […]

Best Retirement Plan for Doctors

Best retirement plan for doctors

The best retirement plan for doctors who have their own practice is the Solo 401(k). Compare to the traditional IRA and SEP IRA at IRA Financial Group.