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 control.
Your retirement plan invests by purchasing stock in your new company — so the corporation must exist before any funds can move. Getting this structure right from day one is what makes the entire rollover work without triggering taxes or penalties.
Every founding document drafted and adopted for you: articles, by-laws, and resolutions.
Your federal Employer Identification Number, issued by the IRS — ready for banking and hiring.
Minutes book, corporate seal, and stock certificates — your corporate record, complete.
Your retirement plan invests by purchasing stock in your new business — and it can only buy stock in a corporation. Setting up this small, closely-held corporation is the legal foundation that makes the entire tax-free transaction possible.
Talk with our team about the options available to you.
