08/14/2026
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Seminar Reminder! That old 401(k) from a job you left years ago? The one just sitting there? It could buy you a business.
That's the idea behind a Rollover Business Startup, or ROBS. Structured correctly, your retirement funds can own a new business outright. No loan to repay. No early-withdrawal penalty. Structured incorrectly, it's a prohibited transaction and a tax mess. The gap between those two outcomes is the whole reason this class exists.
On Thursday, August 27th, David Moore walks through it in-person:
- What makes something a business vs. an investment in the eyes of the IRS
- How the ROBS structure actually works (the new 401(k), C-Corp, and Qualified Employer Securities)
- When ROBS is the right call vs. a Self-Directed or Checkbook IRA, and when it isn't
- The disqualified-party mistakes that trip people up
Free, and approved for 2 Oregon CE credit hours.
π Tigard, OR Β· 9β11 AM Β· Seats are limited.
π Registration link in the comments.