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Is a ROBS Right for Me and My Business?

Is a ROBS Right for Me and My Business?

There are plenty of options for financing your next business or franchise concept. Many of these options include borrowing other people’s money, borrowing money against your credit cards, using significant collateral to obtain a loan, and strict repayment guidelines,...
Is a ROBS Right for Me and My Business?

7 Benefits of 401(k) Business Financing

Your 401(k) is an important piece of your financial future. But sometimes it feels like the money isn’t doing you much good when you are struggling to grow your business and it’s just sitting in the bank. Fortunately, there’s an IRS-approved, penalty-free way to...
Using a ROBS to Fund Your New Business

Using a ROBS to Fund Your New Business

There’s plenty of time to open your new business or franchise in 2019 and funding is a primary hurdle you’ll need to clear first. If you can answer, “Yes!” to any of the below questions, a ROBS (Rollover as Business Startup) should definitely be a funding option...
Obtain Financial Freedom with 401(k) Funding Plans

Obtain Financial Freedom with 401(k) Funding Plans

One of the most appealing aspects of being a small business owner is having the freedom to make the best financial decisions for yourself and your company. While funding options may seem endless, working with an experienced and trusted funding partner is key in...
Put Your 401(k) to Work for You

Put Your 401(k) to Work for You

The economy is looking strong, and it’s reflected in retirement funds. Fidelity reports the average 401(k) balance has grown 466 percent in 10 years, with an average balance of $297,700. That’s a lot of money waiting to be used. What does this have to do with your...
Are You in the Market for a TPA?

Are You in the Market for a TPA?

You’ve decided that 2019 is the year you start your own business and you’re planning to utilize a 401(k) Rollover Plan to help fund it. What’s next? Choosing a Third-Party Administrator (TPA). As you consider your options and interview providers,...