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Rollovers as Business Startups (ROBS) Blog Posts

Everything You Need To Know About The ROBS Strategy For Business Financing

Rollovers as Business Startups (ROBS) Plans

We’ll design and administer your new ROBS plan, so you can then utilize your retirement monies to start your business venture or take your existing business to the next level.


What is the ROBS Transaction?

The ROBS transaction is a funding vehicle with a built-in tax shelter. It is mostly used by individuals who want to use their retirement savings, such as their 401(k), to fund the startup of a new business venture, or buy or grow an existing business.

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Tax Strategies for ROBS Business Financing

There are a number of strategies that can be implemented to reduce taxes for a company and its business owners when they participate in a ROBS business financing strategy.

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3 Reasons Why the ROBS Strategy Benefits the Cannabis Industry

Three of the major issues cannabis organizations currently struggle with include limited access to financial support, high employee turnover, and extensive tax regulation.

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How to Exit the ROBS Strategy

We’ve done many articles in the past around initiating a Rollovers As Business Startups (ROBS) financing strategy to start a new business or grow an existing one, but what about when it comes time to exit said plan?


ROBS 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.


ROBS 4 Most Common Questions

So, you engaged in the Rollovers As Business Startups (ROBS) financing strategy or you’re thinking about it as an option for funding your business venture. Either way you have questions, and we have the answers! In fact, 4 answers to 4 of the most common ROBS questions we encounter.


How to Select Your ROBS Provider

A ROBS Provider is any individual or organization that promotes and transacts a ROBS Business Financing Strategy for entrepreneurs and business owners, helping them to use retirement monies (such as a 401(k), 403(b), Defined Benefit Plan) to fund a new or existing business venture penalty and tax free


Person typing on a calculator over paperwork.

What Are the Best Tax Shelters?

Using the IRS code to your advantage can allow you to deduct taxes on certain items, investments, and more. These four tax shelters can help you get started: Tax Deductions, Retirement Plans, The ROBS Strategy, and Real Estate.

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The ROBS 8-Step Guide

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.

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Investment Options for 401(k)s

We have compiled some of the most common and effective 401(k) investment options to help you understand what they are and how they can affect your 401(k).

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