How to use your 401K to buy or start up your own business. And get a down payment for an SBA Loan, if needed.
Using our professional tax-free rollover expertise, we can help you buy your new business with 401K or IRA funds and use that extra 40% you would have paid in taxes towards the purchase price.
WHY US?
It’s pretty much a no-brainer. For the past 21 years, we have used our expertise to help hundreds of clients get into business. Each client received personal service they needed to make sure their tax-free rollover was in full compliance with applicable IRS code sections and DOL letter rulings.
YOUR COMFORT LEVEL
We are the only firm offering 401K rollover services that do not charge a fee upfront. You only pay us AFTER you receive your funds. Your broker will send your check to your home address. We never touch or see your money.
WHY PICK OUR FIRM?
For starters, our fees are 40% lower.
That’s because they bill their clients $1,600
a year in “maintenance fees.”
We don't require our fee upfront.
Other firms want to be paid in advance.
And, our fee is further reduced on a post-tax basis when paid for,
Out of your business account so you can get a $1,500 Federal tax credit!
And, we take extra steps to help our clients at no extra cost:
(1) We check off the right boxes on their custodian rollover forms to make sure any taxable events are avoided. (2) We prepare all of the documents the banker will require to open both plan and business bank accounts.
And, we have a reputation for answering phone calls.
Years later when clients may have questions or want to make changes in their plan or business.
