why Usss - Safe Harbor Plans

401K Business Funding Rollover Plans

How to use your 401K to buy or start up your own business. And get a down payment for an SBA Loan, if needed. Click here to see how we can help you do this.

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?

Then, with the help of top pension attorneys and third-party administrators, we put together a tax-deferred “rollover” procedure. Surprisingly no one knew it had been allowed in codified law since the passage of the ERISA Act of 1974!

It’s pretty much a no-brainer. For the past 21 years, we have used our expertise to help hundreds of clients get into business. Each client received personal service they needed to make sure their tax-free rollover was in full compliance with applicable IRS code sections and DOL letter rulings.
With this new replacement plan procedure,

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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401K Business Funding Rollover 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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