Investing 401k in Your Own Business – Form 5500 Requirement

In its 2010 guidance, the IRS reported common ROBS operational mistakes made by new business owners using their retirement funds to pay business start-up costs (see here). The IRS noted a common misunderstanding that a Form 5500 is not required to be filed if the business is only owned by an individual and his or her spouse. In the referenced guidance, the IRS made clear that Form 5500 is required in all cases.

To learn more about investing 401k in business startups generally, please visit this page.




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