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Financial Services
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Pension Transfer Advisors Franchise
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NOW YOU CAN BUY A NEW BUSINESS using cash from your 401(k) or IRA account without incurring early distribution penalties!
If you have $100,000 in your retirement fund, you can keep the extra 40+% you would have paid in taxes, providing you with an additional $41,000 to fund your new business.
How does this work?
With the adoption of a pension transfer trust, you are allowed to convert 401(k) and IRA funds into privately-held stock in your new business. This tax-deferred transfer requires a 501(a) trust coupled to a replacement plan containing special "exemptive clauses".
We provide the expertise.
Our team of pension and tax advisors provides all of the specific components necessary to make sure each transaction is in compliance with all applicable IRS Code Sections, ERISA Law, and Department of Labor Letter Rulings.
Here are the numbers:
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Pay taxes & penalties |
or |
Adopt transfer trust plan |
| Amount in retirement fund: |
$100,000 |
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$100,000 |
| Mandatory 20% withholding: |
$20,000 |
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-0- |
| Cash available to withdraw: |
$80,000 |
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$100,000 |
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| Tax consequences of withdrawal: |
| Federal income taxes (at 28%) |
-$28,000 |
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-0- |
| Early distribution penalty (10%) |
-$10,000 |
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-0- |
| State income taxes (3%) |
-$3,000 |
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-0- |
| Total taxes & penalties: |
$41,000 |
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-0- |
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| Compare with cost to create a Pension Transfer Trust Plan: |
$6,850 |
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| Net cash available: |
$59,000 |
vs. |
$93,150 |
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Franchise Category:
Total Investment:
Homebased Business:
Financing Available:
Training Available:
Territories Available:
Financial Services
$6,850
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No
No
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First Name
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Available Capital
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Last Name
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Timeframe to Invest
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Email Address
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Desired Location
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Phone Number
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Additional Comments
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Address
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City
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State
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Zip Code
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Security Code:
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1390
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