HOW TO FUND A
FROM YOUR 401K OR
By creating a "pension transfer trust",
business buyers can get the cash they need from their existing
retirement plan without triggering
any income taxes or
For example, if you have $100,000 in a retirement account, by setting
up this type of trust plan, you will avoid paying out as much as
$45,000 in taxes. That’s $45,000 more money to put into your
401k & IRA withdrawal rules
With the passage of The ERISA Act of 1974 and EGTRRA in 2001, taxpayers
are allowed to use 401(k) and IRA monies to fund their own businesses.
Our firm provides a package of specific financial components that
create this small business funding opportunity, while fulfilling
all requirements to insure full compliance with applicable IRS, ERISA,
and Department of Labor code sections and rulings.
So our clients don't have to search all over the country for the
right pension and tax specialists, and pay out exorbitant retainer
fees, we have assembled a select group of advisors that provide the
expertise required to set up and administer this particular type
of pension transfer trust.
We look forward to answering your
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