Articles about ROBS and using retirement funds to finance a business startup.
The IRS is aware of the Rollover for Business Startup (ROBS) structure and has determined it is legal. There are requirements for the process. That makes it important to work with a partner like Business...
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If you have researched the Rollover for Business Startup (ROBS) strategy, you may have encountered the fact that the IRS has described it as a transaction of interest or, in some IRS publications, characterized it...
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For entrepreneurs who need more capital than their retirement savings can provide, combining the Rollover for Business Startup (ROBS) strategy with a Small Business Administration (SBA) loan is a well-established approach. This combination can significantly...
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Establishing a Rollover for Business Startup (ROBS) arrangement is only the beginning. To maintain the legal integrity of the structure — and to protect yourself from plan disqualification — ongoing compliance is essential with the...
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One aspect of the Rollover for Business Startup (ROBS) structure that surprises some new business owners is that the 401(k)-plan created as part of the ROBS transaction does not simply disappear after the initial rollover....
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