Recent Articles


Downsides to the ROBS Funding Strategy

Investing your retirement funds into your own business provides several key advantages or upsides which I will cover next week.

ROBS for Cannabis Companies Now Available

Since the US Federal government still considers Cannabis a Schedule 1 drug, cannabis companies allowed by State law experience difficulty opening bank or financial service accounts.

Self-Directed IRA (SDIRA) Cheat Sheet

This is a collection of wisdom gleaned from the regulations and from helping hundreds of people walk through this process.

Deciding on a ROBS or SDIRA for an investment

You enjoyed a goose for your Dickens Christmas dinner (and leftovers) and decided that a goose farm is a good investment for your retirement dollars.

Launch Your Business in 2019 With Your Retirement Funds

ROBS (Rollover Business Startup) is a mechanism you can use to create a business with your own retirement funds. Do your goals for 2019 include starting your own business?

Deciding Where to Incorporate

ROBS and SDIRA clients face the same initial decision, where to incorporate their corporation or LLC.

use a TRUST with Your SDIRA! (rather than an LLC)

Courtesy of the CA Franchise Tax Board

I first heard of using a Trust with an LLC when John Park of PGI Self-Directed called me to ask whether the idea would work for his clients.

ROBS Asset Purchase of an Existing Business

In an asset purchase of an existing business, the purchaser of the new business purchases the assets of the existing business.

ROBS Equity Purchase of an Existing Business

In an equity purchase of an existing business, the purchaser buys the equity away from the existing owner.


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