Safe Harbor Plans

To learn how to use your 401K or IRA funds to buy or start up your own business, with no tax penalty, and get a down payment for an SBA Loan (if needed), please click below.

Why Us?

Using our professional tax-free rollover expertise, we can help you buy your new business with 401K or IRA funds and use that extra 40% you would have paid in taxes towards the purchase price.

Why are we the best choice?

With the help of top pension attorneys and third-party administrators, we put together a tax-deferred “rollover” procedure that allows you to use 100% of your 401K or IRA funds to put toward the purchase of your new business.

For the past 23 years, we have used our expertise to help hundreds of clients get into business. Each client received the personal service they needed to make sure their tax-free rollover was in full compliance with applicable IRS code sections and DOL letter rulings. Additionally, our fees are often 40% less than our competitors and we charge nothing for our service until your new business has been funded with your 401K or IRA funds!

WHY PICK OUR FIRM?

We are the only firm offering 401K rollover services that do not charge a fee upfront. You only pay us AFTER you receive your funds.

For starters, our fees are 40% lower.

That’s because they bill their clients $1,600 a year in “maintenance fees.”

We don't require our fee upfront.

Other firms want to be paid in advance.

And, our fee is further reduced on a post-tax basis when paid for,

Out of your business account so you can get a $1,500 Federal tax credit!

And, we take extra steps to help our clients at no extra cost:

(1) We check off the right boxes on their custodian rollover forms to make sure any taxable events are avoided. (2) We prepare all of the documents the banker will require to open both plan and business bank accounts.

And, we have a reputation for answering phone calls.

Years later when clients may have questions or want to make changes in their plan or business.

Discover more about our services.

All the work that we do

YOUR COMFORT LEVEL

We are the only firm offering 401K rollover services that do not charge a fee upfront. You only pay us AFTER you receive your funds. Your broker will send your check to your home address. We never touch or see your money.

Frequently Asked Questions

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Do you accept orders via Phone or E-mail?

YOUR COMFORT LEVEL

We are the only firm offering 401K rollover services that does not charge a fee upfront. You only pay us AFTER you receive your funds. Your broker will send your check to your home address. We never touch or see your money.

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Safe Harbor Plans

Why Us?

Using our professional tax-free rollover expertise, we can help you buy your new business with 401K or IRA funds and use that extra 40% you would have paid in taxes towards the purchase price.

Why are we the best choice?

WHY PICK OUR FIRM?

For starters, our fees are 40% lower.

We don't require our fee upfront.

And, our fee is further reduced on a post-tax basis when paid for,

And, we take extra steps to help our clients at no extra cost:

And, we have a reputation for answering phone calls.

Discover more about our services.

All the work that we do

YOUR COMFORT LEVEL

Frequently Asked Questions

YOUR COMFORT LEVEL

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