Archive for the ‘Private Business Funding’ Category

What is the Difference Between ROBS and the IRA Financial Group Business Solution?

June 13th, 2017

The IRS has coined a structure that has been designed as a means for prospective business owners to access accumulated tax-deferred retirement funds in order to cover new business start-up costs as Rollovers as Business Startups, or ROBS. As stated in the IRS’s October 1, 2008 Memorandum and repeatedly affirmed by the IRS, the ROBS […]

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Advantages of Using Your IRA with the ROBS Structure to Fund Your Business

April 26th, 2017

When it comes to using retirement funds to buy or finance a business that you or another “disqualified person” will be involved in personally, there is only one legal way to do it and that is through the Business Acquisition Solution, also known as a Rollover Business Start-Up (ROBS). The ROBS solution takes advantage of […]

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How Can You Use Your IRA to Start a Business?

March 15th, 2017

Leaving your job or thinking of leaving your job and have an IRA? Why not use your IRA to invest in yourself instead of a volatile stock market? Why put your hard earned retirement funds in the hands of Wall Street when you can use your 401(k) funds on a business you can run, manage, […]

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Why Use the Rollover Business Startup Solution (ROBS) to Fund Your Business

November 9th, 2016

When it comes to using retirement funds to buy or finance a business that you or another “disqualified person” will be involved in personally, there is only one legal way to do it and that is through the Business Acquisition Solution, also known as a Rollover Business Start-Up (ROBS). The ROBS solution takes advantage of […]

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The Law Concerning ROBS

September 8th, 2016

The Internal Revenue Code and ERISA have firmly codified the ability to use retirement funds to invest in the stock of a sponsoring company as long as certain IRS and ERISA rules are followed.  The Rollover for Business Startup, or ROBS, is an IRS-approved solution. Internal Revenue Code Section 4975(c) includes a list of transactions […]

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Growing Number of Lyft Drivers Seeking to Use Retirement Funds to Fund Their Vehicle Purchase Without Tax, According to IRA Financial Group

August 3rd, 2016

Increase demand for ROBS product for independent contractor Lyft drivers looking to fund the purchase of a new vehicle IRA Financial Group, a provider of Rollover Business Startup Solution (“ROBS”) solutions, has seen a growing interest in people across the country looking to use their retirement funds to fund the purchase of a new vehicle […]

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How to Use an IRA to Fund a Business

May 25th, 2016

Leaving your job or thinking of leaving your job and have an IRA? Why not use your IRA to invest in yourself instead of a falling stock market? Why put your hard earned retirement funds in the hands of Wall Street when you can use your 401(k) funds on a business you can run, manage, […]

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Potential Drawbacks of Using ROBS to Buy a Business

February 18th, 2016

When it comes to using retirement funds to buy or finance a business that you or another “disqualified person” will be involved in personally, there is only one legal way to do it and that is through the Business Acquisition Solution, also known as a Rollover Business Start-Up solution (ROBS). The ROBS solution takes advantage […]

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ROBS – How Does it Work?

January 28th, 2016

The legality of using retirement funds to purchase employer corporate stock is firmly established in the Internal Revenue Code and under ERISA law. The IRA Financial Group’s in-house retirement tax professionals have spent the last two years developing an IRS and ERISA compliant structure for using retirement funds to acquire or invest in a business […]

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The Advantages of the ROBS Solution vs. the Self-Directed IRA to Buy a Business

December 1st, 2015

The Business Acquisition & Compliance Solution Structure (BACSS) also known as the “Rollover Business Start-Up” (“ROBS”) Solution is an IRS and ERISA approved structure that allows an individual to purchase a new or existing business with retirement funds and be active in the business without triggering any of the IRS prohibited transaction rules. The ROBS […]

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