For serial entrepreneurs or veteran business owners, liquidity can be a common obstacle for funding new ventures. Generally, liquid assets (like cash or securities) are either tied up in the business or in retirement accounts, making them difficult to access (before age 59 1/2 at least).

For business owners under the age of 59 1/2 who have accumulated substantial assets in tax-deferred accounts (like an IRA or 401k), there is actually a way to fund a business with retirement account assets without incurring taxes & penalties.

It is called a Rollover for Business Startups (ROBS).

In this episode we break down what a ROBS is, how it can be used, and some of the risks involved.


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This podcast is not intended to provide financial or tax advice. The information, services and other content provided on and through this podcast, including information that may be provided in the show notes (directly or via linking to third-party sites), are provided for informational purposes only. Please consult with your tax, investment or other financial professional regarding your personal financial situation.