Using Retirement Funds to Build Your Business
About this Event
Did you know you can use your existing retirement savings — 401(k), IRA, or other qualified plan — to fund a business startup or acquisition, completely tax-free and penalty-free? It's not a loan, and it's not a distribution. It's a little-known but IRS-recognized strategy called ROBS (Rollover for Business Startup), and it's been quietly funding thousands of entrepreneurs for decades.In this Lunch & Learn, Mickey Parker, CPA and founder of Accelefund, Inc. — a national ROBS provider — will walk you through:
- What ROBS is (and what it isn't)
- How the structure works step by step
- Who it's a good fit for — and who it isn't
- Common pitfalls and how to avoid them
- How ROBS compares to SBA loans, investors, and personal savings
- Real-world examples of businesses funded through ROBS
Whether you're exploring a startup, buying an existing business, or advising entrepreneurs, this session will give you a clear, practical understanding of one of the most powerful — and underutilized — tools in business funding.
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
