SMALL BUSINESS FUNDING FROM RETIREMENT ACCOUNTS

NOW YOU CAN OBTAIN
FRANCHISE FINANCING FROM
YOUR 401(k) or IRA ACCOUNT AND SAVE 41% IN TAXES AND PENALTIES!

(If you have $100,000 in your retirement plan, that’s $41,000 more cash to fund your new business. No business loans needed.)

With the passage of the ERISA Act, taxpayers are allowed to use retirement funds to purchase stock in their new franchise business without triggering early distribution taxes or penalties.

By adopting a “transfer trust plan” your company will have access to an additional 41% of your savings that would normally be paid out in taxes. Since you are actually transferring funds from one investment to another, there is no taxable event, giving you the maximum amount of funds for your franchise financing or small business funding needs.

WE DO ALL OF THE WORK

Our firm provides a complete package of the specific financial components that are necessary to make sure each transaction is in full compliance with all applicable IRS, ERISA, and DOL Code Sections and Letter Rulings.

So our clients don’t have to search all over the country for the right pension and tax specialists, and pay out exorbitant hourly fees, we have assembled a select group of advisors that have the that have the expertise needed to set up and administration transfer trust plans.

Now you can get the personal capital contribution often required by franchisors to purchase a new franchise. And, this franchise financing can be done without taking out a business loan.

Call 800-782-3036 or Click Here to Contact Us with any questions you may have regarding financing your franchise business opportunity.

Franchise financing from your 401k or IRA account - Tax and penalty free!

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Satisfied Clients

Pension Transfer Advisors, Inc.
San Francisco - Houston
800-782-3036

Copyright ©2005 - 2012  Pension Transfer Advisors, Inc.  All Rights Reserved

Pension Transfer Advisors, Inc. and its representatives do not give ERISA, tax, or legal advice. All presentations are provided for informational purposes only. Clients and other interested parties should consult with, and rely solely upon their own independent advisors, regarding their particular situation and concepts presented here.