What if you could take advantage of a plan that allows you, as a small business owner, to fund all or part of the purchase of a franchise, business start-up, or business property anywhere in America using your holdings in:

  • 401(a) pension
  • 401(k)
  • 403(b), 457, IRA rollover
  • Any other qualified retirement plan

Yes! You can invest your retirement plan in your existing business, too.

And we can help you do it, without distributions, taxes, penalties, or the use of loans.

This plan has helped small business owners like you save substantial amounts of money all over the country.

How This Plan Can Help You and Your Start-Up Business

Many baby boomers look at the money in their qualified plans and want to use these funds as equity to start or buy the business they will use to fund their second careers or retirement. Now you can do this safely, and with the blessing of the IRS.

Our partnership with a leading tax firm can arrange for you to access the savings in your qualified plan without taxes, penalties, or interest, and the plan is available in all 50 states.

These licensed professionals will provide the requirements necessary to establish your own 401(k) profit sharing plan, and even obtain a Favorable Determination Letter from the IRS on your behalf.

Here's an expample rolling over $150,000

from existing retirement accounts:

Tax Savings
Married Filing Joint No Dependents
Without Distribution With Distribution Difference/Savings
Wages 100,000 100,000 0
Distribution 0 150,000 150,000
Total Income 100,000 250,000 150,000
Standard Deduction 9,700 9,700 0
Personal Exemption 6,200 4,340 1,860
Taxable Income 84,100 235,960 151,860
Income Tax 14,506 58,892 44,386
10% Pre-59 Penalty 0 15,000 15,000
Total Tax/Erosion 14,506 73,892 59,386 Saved

All representations and examples used herein are for demonstration purposes only. Seek the advice of licensed professionals regarding how these benefits can be applied to your specific circumstances.

If you would like us to arrange a complimentary consultation for you, we'll be happy to do so.

More questions?

Call or email us. We’ll be glad to help you evaluate your options.

877-334-5001 Toll Free

dkuiper@ffgcommercial.com


Forum Financial Group, Inc. 1938 SW Winners Drive Palm City, FL 34990
Phone: Toll Free Phone: Cell: Fax:

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