HOW TO FUND A
NEW BUSINESS WITH CASH
FROM YOUR 401K OR
IRA ACCOUNT

By creating a "pension transfer trust",
new business buyers can get the cash they need from their existing retirement plan without triggering any income taxes or
early-distribution penalties.

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 new business!

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 questions.

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