IRA and 401k Business Financing

ROBS Plan (IRA and 401k Business Financing)

A ROBS Plan (Roll Overs for Business Startup) allows you to use your IRA, 401k or other qualified retirement plan as a source of financing to start, buy or finance a business.

Have you been dreaming of owning your own business…..but didn’t know how or where to obtain the financing needed to get started?

Did you know that you can buy, start or finance a business or franchise using your IRA, 401k or other retirement funds as a source of  financing?

Have you retired and find that you would like to start that business you have always wanted?

Need additional capital for your existing business?

You can solve all these problems with our ROBS Plan.

With our ROBS Plan you will have the ability to:


Buy, Start or Finance a business with no tax liability on the rollover of your IRA or 401k


Use up to 100% of your funds from IRA’s, 401K’s or other qualified retirement plan


Save thousands in financing costs


Pay yourself…and your family…salaries and benefits


Use your IRA or 401k as an equity investment and in combination with other financing options including SBA, Bank, Private Equity and other financing options


Tax defer your business profits into your new retirement account


Our ROBS Plan is pre-approved by the Internal Revenue Service.

Call to Start Your ROBS Plan Today!


Client Testimonials

I am very satisfied with my experience with Self Directed IRA. The process was easy to follow and everyone was very helpful.

I would definitely recommend Self Directed IRA

Giuseppe Militello

Brookfield, WI

I am writing to give Tom Walker my highest recommendation. Tom possesses all the attributes necessary to put people like me at ease and let them know they are in good hands when you are trying to find a professional to give you accurate advise. It would be hard to envision someone doing a better job than Tom.

If you are thinking about using your 401K funds to invest in a business, you can’t go wrong with

Tobias Felder, CPA

Atlanta, GA

All my questions answered immediately. I had many.

Self Directed IRA was very fast on all the paper work. Very helpful. I would never do this on my own. With Self Directed IRA’s help it went very smoothly.

I recommend using Self Directed IRA.

Mark Carpenter

Klamath Falls, OR, Crazy R Pizza

 Call Now ….We Make it Simple!


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The information contained on this website has been supplied as general information. We do not provide investment, legal or accounting advice. We recommend that you seek advice from a qualified local investment, accounting or legal counsel.In the instance where we provide links to other sites you should assume that we will receive compensation if you purchase through the link or it is to an affiliated compan

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