An Inflation Battle Plan: Combine Business Financing With Tax Benefits

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Eighteen months ago, we covered a unique way to fund your business

This strategy allows you to:

  • Realize your retirement account gains today, without a tax penalty…
  • And then transfer these gains into debt-free financing for a new business…

The strategy? A Rollover for Business Startups, or ROBS for short. 

And, as we previously highlighted, if structured correctly, a ROBS, plus an Opportunity Zones structure or a Puerto Rico company can give you back-end tax benefits, too. 

But what if you want to rollover existing retirement funds into a new business and purposefully take a tax hit today? Yes, that’s not a typo. Purposefully pay more taxes right now.

With inflation raging – and likely to continue for the foreseeable future – the prices of everything could only increase. Inflated assets in a retirement account could leave you with no real increase in future purchasing power… but a BIG increase in taxes.  

However, by converting a pre-tax retirement account into a Roth 401(k) and taking the tax hit in 2022, you could lock-in a smaller tax bill by comparison. Plus, you can exit the risks in today’s securities markets. Then, with a ROBS, you can bet on yourself and your new business. And you can possibly self-direct the Roth 401(k) to have more lucrative investment options.

Read on to find out more about a ROBS and Roth 401(k) combo…  

After 40 years of largely lurking in the shadows, it’s visible again… You see it and feel it at the grocery store, at the gas station, at your favorite retailer, just about everywhere you go.  Of course, we’re talking about price inflation.  (To be precise, price inflation is the symptom of too much printed money…

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