Fund a Business With Your 401k — Debt-Free & Penalty-Free
Did you know it’s possible to finance the purchase of a new business with your retirement account? The process is called a “Rollover Business Startup” (ROBS), and your 401k literally owns the new business. Join David Moore of IRA Advantage for a look at how retirement funds can become the source of a new livelihood, whether you’re buying a franchise, starting a venture, or funding a business that’s out of reach with cash on hand.
Include Taught by David Moore for 2 Oregon Credit Hours.
We will cover:
- What classifies an Investment vs. a Business — and why it matters
- How the ROBS structure works: the new 401k, C-Corporation, and Qualified Employer Securities
- When ROBS is the right tool vs. a Self-Directed IRA or Checkbook IRA
- Prohibited transactions & disqualified party pitfalls to avoid
- Real-world solutions: from fishing ventures to mobile home parks
Fund a Business With Your 401k — Debt-Free & Penalty-Free
Thursday, August 27, 2026 9 AM – 11 AM PST
10220 SW Greenburg Rd ste 205, Tigard, OR
Taught by David Moore
August Oregon Continuing Education Course
2 Credit hours
IRA ADVANTAGE is an Oregon Real Estate Agency approved provider of Continuing Education for 2026.
Agents and Clients Welcome
Please register for the webinar at:
Registration Link
After registering, you will receive a confirmation email containing information about joining the webinar! No account needed.
Can’t Make it? You should still register! Everyone who signs up will receive a copy of the slides and a link to view the session again. For more information give us a call at 800-475-1031.
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