ROBS: Tap into this debt-free financing for your new business

SMC

Alert

Here’s a unique way to fund your new business…

This route lets you:

  • Realize retirement account gains without a tax penalty,

  • Obtain debt-free financing (NOT a loan) from those retirement account(s) gains,

  • And potentially receive back-end tax benefits, too.


Yes, it’s legal. 100%. The IRS, Department of Labor and Small Business Administration all give this strategy the go-ahead.

It’s called a Rollover for Business Startups (ROBS).

And in today’s SMC Alert, we’ll discuss exactly how you can use a ROBS for your next business venture.

Plus, we’ll detail how to combine ROBS with either an Act 20 company or a ROBS with Opportunity Zones. That way, you can achieve even more lucrative tax savings.

Curious? Read on to discover more about the Rollover for Business Startups strategy...

Here’s a unique way to fund your new business… This route lets you: Realize retirement account gains without a tax penalty, Obtain debt-free financing (NOT a loan) from those retirement account(s) gains, And potentially receive back-end tax benefits, too. Yes, it’s legal. 100%. The IRS, Department of Labor and Small Business Administration all give this…

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