ROBS
Rollovers for Business Startups
funding amount
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Amount of money is limited only by the size of your retirement account
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Recommended only if you’re going to roll over at least $50,000
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Get funded in 3-5 weeks
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No Collateral or Personal Guarantee
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It is not a loan, so you do not incur debt and do not have to pay interest
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Start your business debt-free & cash rich
tax advantages
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No taxes or early withdrawal penalties
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Business profits go into a tax advantaged account.
uSE OF FUNDS
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Fund a new business or new franchise
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Working capital for an existing business
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Buy an existing business
What is a ROBS?
An option available for years, ROBS are not popular simply because they don’t provide sufficient profit for financial institutions.
A ROBS unlocks the power of your retirement funds to invest in your business. ROBS allow you invest your retirement funds in a business without paying income taxes or early withdrawal penalties. You can use it to fund a new business (or buy an existing business), or invest in a business. A ROBS is not a loan, so there’s no debt or interest to pay back.
Requirements to apply for a ROBS:
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Hold a qualifying retirement account such as a:
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401(k)
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403(b)
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SEP
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TSP
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Keogh
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Traditional IRA (Roth IRAs are not eligible)
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At least 50,000$ in retirements fund to use
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Retirement account cannot be from a current employer
Want to speak to ROBS funding engineer? Call us 917-300-1023
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Call US
Tel. 917-933-8510
Monday - Friday: 9.00am - 7pm EST
Saturday: 11.00 - 2.00pm EST
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Apply
There's No obligation & No effect on your Credit Score