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ROBS Transactions (Roll Over for Business Startups)

Client Centered

A rollover for business startups (ROBS) allows you to invest retirement funds from a 401(k) or individual retirement account (IRA) into your business without paying early withdrawal penalties or taxes. A ROBS isn’t a business loan or a 401(k) loan, so there’s no debt to repay or interest payments to make.

Funds may be used for:

Start up business

Investing in a new business

Investing in a franchise

Capitalizing an existing business

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