How Much Should I Invest in my ROBS funded business?

ROBS 401K Business Financing Plan FAQ – How Much Should I Invest in my ROBS funded business?

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ROBS 401k FAQ: When do I need to decide how much I will invest?

QUESTION: I am using a ROBS 401k Business Financing plan to buy a FedEx route.  I know that stock will be issued based on the amount of non-retirement and retirement funds I will invest.  I am not sure of the exact amount that I will invest – When do we determine exact proportional ownership?   


When the 401k funds have been invested in the business, we will ask for the “final numbers” (i.e. retirement and non-retirement funds invested), and based on your response we will prepare stock certificates accordingly.  At that time, you can give us the total amounts including the amount of non-retirement funds used to pay for business expenses such as our fee.

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About George Blower

I have the privilege of educating our clients about our products and services so that they can make informed and confident decisions about their financial future. Prior to joining My Solo 401k Financial, I served as the general counsel for a subsidiary of a Fortune 500 financial services company. Learn more about George Blower and My Solo 401k Financial >>


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