Frequently Asked Questions

What is a ROBS Plan?

ROBS stands for  Roll Over for Business Startup. It is used to facilitate the investment of qualified retirement funds into a business. It can be for a business being purchased, a new business being started or funding an existing business.

Do I Have to use all of my retirement funds?

No. You can use all or a portion of your retirement funds funds. You can also combine funds from different retirement accounts into the plan.

Is this legal?

Yes. Our plans are pre-approved by the Internal Revenue Service. All plans come with a pre-approval letter.

How long does it take to set up?

Most plans are completed with 30 days.

Is there any ongoing fees?

The only ongoing fee is for the Plan Administration . The fee depends upon the number of full time employees in your business. Call for details.

Can I pay myself a salary?

Yes. You can pay yourself and any family members who are employed by the the business salaries and benefits.

Do I have to pay taxes on the rollover?

No. There is no taxes or penalties on the rollover.

What kind of businesses qualify?

All kinds. Franchised businesses, startups and existing businesses.

How do I get started?

Just call us at 1-800-936-0872. We will be happy to answer your questions with no obligation.

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