IRA/401(k) Rollover

401(k) rollover financing, also known as Rollovers for Business Start-ups (ROBS), is a popular choice for many buyers looking to financing a small business acquisition. A ROBS allows the buyer to invest their existing retirement funds into the business without taking a taxable distribution or getting a loan. 

What retirement plans qualify?

Most plans qualify for a ROBS arrangement.

• 401(k)
• 403(b)
• Traditional IRA
• Keogh
• TSP
• SEP

Contact us!

If this sounds like the plan for you, let us help guide you through the process, free of charge.