ROBS 401(K) Plans

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, […]

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 […]

At Baum CPA we are routinely asked about the tax implications of starting a ROBS, and all too often we are asked if an S-Corporation would make more sense. In Part 2 of this blog series, we will continue to make comparisons between S-Corporations and ROBS C-Corporations. ROBS C-Corp or an S-Corp? In Part 1 of this […]

At Baum CPA we are routinely asked about the tax implications of starting a ROBS, and all too often we are asked if an S-Corporation would make more sense. For those who are not yet familiar with the term, ROBS stands for Roll-Over as Business Startup, where an entrepreneur restructures their 401k retirement plan to […]

In this article we continue with some of the most advantageous reasons why a Roll Over as Business Startup (ROBS) works for some entrepreneurs, and discuss further insights as to why we want to leverage these concepts to the entrepreneurs’ advantage.