Fund a Business With Your 401k — Debt-Free & Penalty-Free
About this Event
Did you know it's possible to finance the purchase of a new business with your retirement account? The process is called a "Rollover Business Startup" (ROBS), and your 401k literally owns the new business. Join David Moore of IRA Advantage for a look at how retirement funds can become the source of a new livelihood, whether you're buying a franchise, starting a venture, or funding a business that's out of reach with cash on hand.
This class is available for 2 OR CREDIT HOURS and covers:
- What classifies an Investment vs. a Business — and why it matters
- How the ROBS structure works: the new 401k, C-Corporation, and Qualified Employer Securities
- When ROBS is the right tool vs. a Self-Directed IRA or Checkbook IRA
- Prohibited transactions & disqualified party pitfalls to avoid
- Real-world solutions: from fishing ventures to mobile home parks
Where is it happening?
Event Location & Nearby Stays:
USD 0.00










