Written by Eric Schechterman, Chief Development Officer at Benetrends As we explored in a previous blog, “Launching a Business Post-COVID”, there is an increase in the number of people looking to become business owners, and funding the business is key to a successful...
Have you ever? Had a job with a retirement plan? Contributed to a company retirement plan? Changed jobs and rolled over your retirement funds into the new company’s plan? Purchased employee stock? If you’ve done any of these, then you already understand the basic...
When you want to use the Rollover as Business Startup (ROBS) strategy to fund your entrepreneurial dreams, you will need to be sure you have access to the right types of retirement funds. Internal Revenue Service regulations regarding ROBS lay out the types of funds...
Using retirement funds to purchase a franchise can be valuable to business owners looking for a way to fund their growth. However, it is critical to understand which transactions the Internal Revenue Service (IRS) allows and which it does not. Because of two recent...
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Written by Eric Schechterman, Chief Development Officer at Benetrends As we explored in a previous blog, “Launching a Business Post-COVID”, there is an increase in the number of people looking to become business owners, and funding the business is key to a successful...
Have you ever? Had a job with a retirement plan? Contributed to a company retirement plan? Changed jobs and rolled over your retirement funds into the new company’s plan? Purchased employee stock? If you’ve done any of these, then you already understand the basic...
When you want to use the Rollover as Business Startup (ROBS) strategy to fund your entrepreneurial dreams, you will need to be sure you have access to the right types of retirement funds. Internal Revenue Service regulations regarding ROBS lay out the types of funds...
Using retirement funds to purchase a franchise can be valuable to business owners looking for a way to fund their growth. However, it is critical to understand which transactions the Internal Revenue Service (IRS) allows and which it does not. Because of two recent...