IRA Financial Group

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How ROBS Business Financing Works

A ROBS gives you access to your retirement funds to use in your business without having to borrow or cash it out. It can be used to fund a new business (or franchise), buy an existing business or recapitalize your business. When you use a ROBS, your business retirement account owns shares of your new business.

A ROBS 401(k) involves incorporating a new business and opening a new 401(k) under it. After setup is complete, you can transfer assets in from other retirement accounts and invest those funds directly in your new business. However, using a ROBS requires you to follow a set process of certain rules. Borrowing against a 401(k) is also limited, requires repayment with interest and may require employer approval.

Why Work With Us?

At IRA Financial, we help our clients take control of their retirement funds and gain the ability to invest in almost any type of investment tax-free. We have helped thousands of clients invest in foreign and domestic assets. You get 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.

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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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