With the stock purchase complete from Step Four, your corporation now deposits the cash received from the plan into its new bank account.
There is no taxable event. Those risky retirement plans — flat for years in the stock market — have become your new business plan: your savings now work directly for the business you own, and you’re in control.
Your business deposits the cash received from the plan into its new bank account.
The deposit triggers no taxes — the structure keeps the entire five-step transaction tax-free.
Working capital for equipment, inventory, a location, or renovations — your business, your call.
No. There is no taxable event at any point in the five steps — the entire structure is designed so no taxes are due.
It’s your business capital — equipment, inventory, a location, renovations, or working capital. The business owns the cash, and you decide.
Talk with our team about the options available to you.
