ROBS 401k Program Question Answered – What happens to my ROBS 401K business when I die?

Please check out this good question from our Daily Live Zoom call. Subscribe to our YouTube Channel to get notifications of our Daily FAQs.

ROBS 401K FAQ: I am considering using a ROBS 401k Business Financing plan to finance the purchase of a laundromat.  What happens to the shares I own via the ROBS 401K when I die? What happens to the shares that I own personally?


As part of the ROBS 401k establishment process, we will provide a beneficiary election form where you can designate what happens to the 401k plan assets when you pass away.  The distribution of your personal assets (including the shares that you own personally) will be governed by your own personal estate plan.

To learn more about the ROBS 401k process:

Tags: , , , , , , ,

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 >>


  • Popular Video

  • ROBS 401k Funding Process

  • Solo 401k Contributions Including Mega

  • Checkbook IRA LLC

  • About MySolo401k

    We help our clients take control of their retirement money. Our products and services provide our clients the freedom to invest their retirement savings in their own business as well as alternative investments such as real estate, private companies, promissory notes, precious metals, tax liens and equities.
    Learn more

    Connect with us

  • We’re here to help.

    Call: 800-489-7571


    8:00 am - 4:00 pm PT

    Why us?