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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,...
Using 401(k) Funding for Your Business

Using 401(k) Funding for Your Business

401(k) Rollover Funding – coined ROBS (Rollover As Business Startups) – can present the ideal opportunity to utilize your current assets for funding your business or franchise for many entrepreneurs. This funding option presents numerous benefits,...
Using a ROBS to Fund Your New Business

Using a ROBS to Fund Your New Business

If you’re an entrepreneur who plans to make 2019 the year you finally pursue your dream of business ownership, funding said business 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...