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Archives for October 2021

The ROBS Arrangement Retirement Strategy

October 20, 2021 by Brian Baum, CPA

The ROBS Arrangement Retirement Strategy

A ROBS Arrangement stands for ‘Roll-Over as Business Startup’. As the name implies, this is a retirement strategy that allows entrepreneurs to finance a business purchase or acquisition by using their retirement funds in a tax-deferred rollover. I am commonly asked, “seriously? I can start my own business using my 401(k) funds without penalty?” Yep, […]

Filed Under: ROBS 401(K) Plans

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