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Archives for June 2024

ROBS Arrangements: Making Cents of Retirement (vol. 2)

June 26, 2024 by Brian Baum, CPA

ROBS Arrangements: Making Cents of Retirement (vol. 2)

In this video I’m going to help make sense of the ROBS Arrangement from a perspective of tax liability, specifically by comparing the operating structures of C-Corporations versus S-Corporations. Summary The ROBS Arrangement is ultimately a retirement strategy, not a quick and easy funding mechanism for a business. The required legal structure for ROBS is the C-Corporation, […]

Filed Under: ROBS 401(K) Plans

ROBS Arrangements: Making Cents of Retirement (vol. 1)

June 20, 2024 by Brian Baum, CPA

ROBS Arrangements: Making Cents of Retirement (vol. 1)

In this video I want to help entrepreneurs decide whether a ROBS Arrangement makes sense as a way to fund their business and finance their retirement.   Summary Opportunity cost is the value of what you have to give up in order to choose something else. Is the other choice better? To compare values, you […]

Filed Under: ROBS 401(K) Plans

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