08/04/2026
Join us in-person on Thursday, August 27th for our next Seminar!
Most people assume funding a business means a bank loan, outside investors, or draining personal savings. But there's a fourth path that rarely comes up... and for the right person, the capital may already be sitting in a retirement account.
It's called a Rollover Business Startup (ROBS). Structured correctly, your 401(k) can own a new business outright, no loan to repay, no early-withdrawal penalty. It's not right for everyone, and the difference between doing it correctly and triggering a prohibited transaction is exactly what trips people up.
On August 27th, David Moore is walking through it in-person:
• What separates an investment from a business
• How the ROBS structure actually works (the new 401(k), C-Corp, and Qualified Employer Securities)
• When ROBS is the right tool vs. a Self-Directed or Checkbook IRA
• The disqualified-party pitfalls to avoid
Free, and approved for 2 Oregon CE credit hours.
📍 Tigard, OR · 9–11 AM · Seats are limited
Registration link in the comments.
