Business Financing 401k (ROBS)

This is the retirement plan of choice to finance your own business tax and penalty free (not a loan).

Quick facts

Participants
Entrepreneurs who want to finance their own business using retirement funds tax and penalty free. 


Not taxes or penalties apply
No taxes or penalties apply because former employer retirement account or IRA funds are transferred to the ROBS 401k tax and penalty free.


Former employer or IRA funds qualify
Because your IRA or former employer 401k, 403b, Keogh, SEP, SIMPLE, or other eligible account is rolled to your new ROBS 401k, which then funds your business, you incur no taxes or early distribution penalties.


Contributions
The combined amount of employer plus employee contributions can’t exceed $54,000 for the tax year 2017. This limit does not apply to incoming transfers from IRAs or former employer plans.


Investment choices
Private stock in your own business and alternative investments.


Eligibility
No age or income restrictions.


Account service fees
For pricing, click here.

Why choose My Solo 401k Financial

We make it easy

We have been in business since 2009.  Our team is led by our Founder/Compliance Officer Mark Nolan and George Blower (attorney, Harvard Law).  Mark has over 18 years experience in the industry and together they have over 30 years of experience.  We have helped thousands of individuals take control of their retirement accounts.
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Pristine reputation

The entire My Solo 401k Financial team works very hard to maintain our Pristine Reputation with no negative reviews! We are grateful that our customers and others have recognized our experience, expertise & customer service in selecting us over other options that are available to them. We have received “5-Star” & “A plus” ratings from the Better Business Bureau (BBB) and have never received a single customer complaint served against us as confirmed by the BBB. See our Yelp page where we have received 100% 5-star ratings for all customer reviews.

Customer service-we make it easy

We emphasize education and full-service so you feel confident and at ease with your retirement savings.

We are here to help

We can provide all the help you need to set up your ROBS 401k plan. Call us at 800-489-7571.

Monday-Saturday

7:30 am – 5:30 pm PT

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