Recent Articles

Existing Business Financing with a ROBS Strategy

on Fri, 11/30/2018 - 13:30 Frank

Although the name ROBS includes the word Startup, the concept can be used to for existing business financing . Here’s how.

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SDIRA v. ROBS

on Wed, 11/28/2018 - 07:07 Frank

May you invest your IRA into your own business?

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ROBS Explained for Engineers

on Fri, 11/09/2018 - 04:21 Frank

Contracting issues create a unique opportunity for Engineers (and similar professions) to use a Rollover Business Startup (ROBS) to land important contracts.

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ROBS

rollover business startups

business financing

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ROBS Year End Valuations

on Sat, 11/03/2018 - 03:56 Frank

Plan Administrators require year end valuations of all plan assets. Most of my clients’ plans only contain stock in the sponsoring corporation so this is a straightforward, albeit important, task.

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ROBS

Valuations

rollover business startups

stock price

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Does a Rollover Business Startups (ROBS) funding structure allow someone to claim WOB status?

on Thu, 10/18/2018 - 16:10 Frank

Does a Rollover Business Startups (ROBS) funding structure allow someone to claim women owned business (WOB) status?

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ROBS

WOB

women owned business

rollover business startup

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How the Corporate Tax Cuts Will Help your New ROBS Corporation

on Thu, 10/04/2018 - 22:25 Frank

The tax changes for corporations make 2018 a great year to start your ROBS funded corporation! Why? Glad you asked! Here are the Selden notes.

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ROBS

rollover business startup

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SBA Loan with your ROBS funding? Consider life insurance!

on Fri, 09/28/2018 - 21:22 Frank

SBA loan life insurance is not my bailiwick. I help people create and fund corporations using their own retirement funds, a process the IRS refers to as ROBS. Some of my clients need SBA loans.

Tags:

ROBS

rollover business startup

SBA loans

life insurance

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How to Properly Take a Distribution from a Self-Directed IRA

on Fri, 09/14/2018 - 19:51 Frank

If done incorrectly, taking a self-directed IRA (SDIRA) distribution can disqualify your IRA.

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Alternative Investments for Your ROBS 401K Plan

on Fri, 09/07/2018 - 22:23 Frank

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.

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ROBS

401K plan

rollover business startup

alternative plan investments

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

on Tue, 09/04/2018 - 21:32 Frank

An IRA may invest its funds into a Trust the same way it does an LLC. This saves your IRA the annual LLC fee and does not require registration with the State.

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