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SDIRA v. ROBS

on Wed, 11/28/2018 - 07:07   Frank

May you invest your IRA into your own business?

ROBS Explained for Engineers

on Fri, 11/09/2018 - 04:21   Frank
an engineer's only fear

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

Tags: 
ROBS
rollover business startups
business financing

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.

Tags: 
ROBS
Valuations
rollover business startups
stock price

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?

Tags: 
ROBS
WOB
women owned business
rollover business startup

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.

Tags: 
ROBS
rollover business startup

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

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.

Tags: 
self-directed IRA
IRS
SDIRA
distribution

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.

Tags: 
ROBS
401K plan
rollover business startup
alternative plan investments

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.

Tags: 
self-directed IRA
SDIRA
IRA trust
IRA LLC
checkbook IRA

ROBS Audits # 2 – IRS

on Thu, 08/30/2018 - 21:18   Frank

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.

Tags: 
IRS audit
ROBS
rollover business startup

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