SMALL BUSINESS FUNDING FROM RETIREMENT ACCOUNTS

HOW TO FUND A
NEW BUSINESS WITH CASH
FROM YOUR 401K OR
IRA ACCOUNT

LOW, LOW FEES - GREAT SERVICE
NO UPFRONT DEPOSIT

By creating a "pension transfer trust",
new business buyers can get the cash they need from their existing retirement plan without triggering any income taxes or
early-distribution penalties.

For example, if you have $100,000 in a retirement account, by setting up this type of trust plan, you will avoid paying out as much as $45,000 in taxes. That’s $45,000 more money to put into your new business!

401k & IRA withdrawal rules

With the passage of The ERISA Act of 1974 and EGTRRA in 2001, taxpayers are allowed to use 401(k) and IRA monies to fund their own businesses.

Our firm provides a package of specific financial components that create this small business funding opportunity. Our clients don't have to search all over the country for the right pension and tax specialists, and pay out exorbitant retainer fees. We have assembled a select group of advisors that provide the expertise required to set up and administer this particular type of pension transfer trust.

We look forward to answering your questions.

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Pension Transfer Advisors, LLC
Serving clients nationwide
800-782-3036

Copyright ©2005 - 2015  Pension Transfer Advisors, LLC  All Rights Reserved

Pension Transfer Advisors, LLC and its representatives do not give ERISA, tax, or legal advice. All presentations are provided for informational purposes only. Clients and other interested parties should consult with, and rely solely upon their own independent advisors, regarding their particular situation and concepts presented here.
 

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