Rollover as Business Startup IRS Guidance

Is the 401k Business Financing Plan different than a ROBS transaction?

I have read about Rollover as Business Startup or ROBS transactions. Is the 401k Business Financing Plan different than a ROBS transaction?

No. The 401k Business Financing Plan is what the IRS refers to as a Rollover as Business Startup. To learn more about what the Internal Revenue Service has said ROBS 401k transactions, click here.

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