Recent Articles

Alternative Investments for Your ROBS 401K Plan

Does your ROBS plan allow alternative 401K investments? A new client came to with an existing ROBS plan created by one of the big promoters.

Tired of LLC fees in your SDIRA? Use a Trust!

I first heard of an SDIRA Trust last year when John Park of PGI Agency called me to ask whether the idea would work.

ROBS Audits # 2 – IRS

This article focuses on a ROBS IRS audit. There are two ways a ROBS setup can be audited: a DOL audit or an IRS audit. The previous blog focused on DOL audits.

ROBS Audits # 1 – DOL

This article focuses on ROBS DOL audits. There are two ways a ROBS setup can be audited: a DOL audit or an IRS audit.

IRS issues new ROBS warnings

Last December, the IRS issues a report outlining new ROBS warnings.

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