Fund a Business With Your 401k — Debt-Free & Penalty-Free

Schedule

Thu Aug 27 2026 at 09:00 am to 11:00 am

UTC-07:00
Location

10220 SW Greenburg Rd ste 205 | Tigard, OR

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Free 2-Hour Oregon CE · The Rollover Business Startup (ROBS) Explained
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
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Where is it happening?

10220 SW Greenburg Rd ste 205, 10220 Southwest Greenburg Road, Tigard, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

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Celia Moore
Host or PublisherCelia Moore

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