How Does the ROBS Transaction Work?
A ROBS 401(k) lets retirement savings fund a business you own and run, with no tax and no early withdrawal penalty. Here is how it works, and what it requires every year.
5 Common ROBS Mistakes and How To Fix Them
Many business owners are unaware that once they establish a ROBS plan, they assume certain legal responsibilities related to compliance regulations. Learn about common mistakes that ROBS entrepreneurs make with tips on how to correct any current errors and avoid potential future issues.
Rollovers As Business Startups: 4 Most Common Compliance Issues
The real challenge that most business owners who engage in the ROBS business financing strategy face is, of course, compliance issues and regulatory requirements. Here are answers to 4 of the most common compliance issues.
Rollovers As Business Startups: 4 Most Common Questions
The four questions ROBS business owners ask us most, from what happens when you hire employees to how the 401(k) plan affects your taxes and how to exit the strategy.
Insider Insights: The ROBS Strategy for Financing Your Business
For those who have already engaged in the ROBS transaction or are thinking about pursuing it as a funding option, here are some quick insights regarding what we see regularly with business owners who have used the ROBS strategy.
ROBS Business Financing Strategy: THE 8-STEP GUIDE
You’ve decided that the ROBS business financing strategy is how you want to finance the start of a new business or growth of an existing business and want to get down to the nitty gritty of how the strategy is setup and implemented. Well, here is the 8-step guide.
The Top 3 Highlights of the IRS Rollovers as Business Start-ups (ROBS) Bulletin
Written by Frank Selden | Founder & Owner of Frank Selden Law, PS What can we learn about Rollovers as Business Start-ups (ROBS) setups …
Rollovers as Business Start-Ups (ROBS) Update
How the Rollovers as Business Start-Ups (ROBS) transaction should be structured and also how the required 401(k) Plan should be properly administered over time.