Since 1974, there has been a way to invest your 401(k) and IRA money into a new business without early distribution penalties and taxes. Pension Transfer Advisors Tax-Deferred Trust Plan takes all of the steps to do this in your behalf.
While other firms create an individual plan for each client (and the IRS has the right to disqualify any one of them), they provide an established “multi-employer” trust plan that insulates each co-sponsor from the possibility of creating a “prohibited transaction.”
Now you can finance your new business with cash from your 401(k) or IRA account… without creating a taxable event.
No comments yet.