The Entrepreneur’s Dilemma: Should You Use Retirement Savings to Fund Your Dream?
Starting or buying a business often comes with a big question: Where will the money come from? For many aspiring entrepreneurs, the largest pool of…
Start a Business or Franchise Debt‑Free
Thinking about how you can start a business but want to avoid traditional bank loans? You can leverage your retirement savings to fund your venture,…
ROBS vs. SBA Loan vs. Angel Investors: A Side-by-Side Comparison for Startup Funding
When launching a business, how you secure funding does more than just get your idea off the ground; it can influence your ownership structure, cash…
Tired of Loan Rejections? How to Use ROBS to Start Your Business Debt-Free in 2025
You have the industry expertise, a solid business plan, and the drive to build something of your own. You also have a substantial nest egg from your…
How to Use ROBS to Invest in Real Estate and Cut Taxes
How can you use ROBS to invest in real estate and cut taxes? If you're a retirement investor who wants more control over your money and a smarter…
ROBS 401(k) Pros and Cons: A Clear Guide to Business Financing
Thinking about using your 401(k) to fund a new business? Before you dive in, it’s crucial to understand the ROBS 401(k) pros and cons of using…
ROBS Prohibited Transaction Rules
What are the ROBS Prohibited Transaction Rules? The IRS-prohibited transaction rules are not triggered in a rollover business start-up (ROBS)…
ROBS Exit Strategy
The Rollover for Business Startups, or ROBS, is a popular method that uses retirement funds to start your own business. What happens when you…
Can I Buy a Business with my Retirement Account?
Buy a Business with Your Retirement Account IRA Financial has two great solutions that allow you to buy a business with your retirement account.…
Rollover as Business Startup Compliance Rules
The Employee Retirement Income Security Act of 1974 (otherwise known as ERISA) and the Internal Revenue Code clearly allow for the use of…