Business Funding Trust’s 5 Steps
Set Up Corporation
We set you up with a small, closely-held corporation to run your new business out of. This step sets the stage for a smoother and tax-free transaction that keeps ownership in your hands.
Adopt a Business Funding Trust Plan
Your business then adopts a Business Funding Trust Plan that replaces your existing plan and includes specific clauses that allow for investments in private corporate stock.
Roll Over Funds
Funds are then rolled over from your existing broker into your plan's new bank account. Again, this allows you the most control over your business in the long run, providing a more secure financial future.
The trust plan buys stock in your corporation with the rollover cash. You’re already building a successful future for your business, without paying any upfront or surprise fees along the way.
Deposit Cash into New Account
Your business deposits the cash received from the plan into its new bank account. There is no taxable event, and those risky retirement plans become your new business plan.