Can I really use my retirement funds to open a business without taxes or penalty?
Answer: In most cases, yes. Our plans are designed to meet the IRS requirements for qualified…
Frequently Asked Questions about the 401K/IRA Finance Strategy
What if my accountant (or lawyer) isn’t familiar with this type of financing plan or isn’t sure it could be done?
Answer: Retirement planning is a highly specialized field; for this reason, we recommend that you use…
What if I have more than one retirement savings account?
Answer: Not a problem. You can consolidate all your retirement accounts in the new retirement plan.
