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How to start a business using your own 401k or IRA with Bernard Reisz
Manage episode 326973343 series 3246328
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Bernard Reisz (CPA) takes us on a journey on how to leverage your 401k or IRA utilizing a little known IRS area called ROBS (Rollover as Business Start-up.)
This can get complicated so listen and don't try this without a proper financial expert that understands the complexity of this financial tool.
Bernard is a Principal at ReSure Financial.
Prior to founding ReSure Financial, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence.
https://www.resurefinancial.com
https://www.irs.gov/retirement-plans/rollovers-as-business-start-ups-compliance-project
https://fitsmallbusiness.com/rollover-business-startups-robs/
#401kToStartABusiness #FinancialDads #ReSureFinancial #ROBS #StartAFranchise #IRSROBS #SelfDirected401k #SelfDirectedRetirement
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