www.FranchiseAdvantage.com

Pension Transfer Advisors Franchise

Pension_Transfer_Advisors_Franchise
 
OR Click here to request information from this franchise

The Pension Transfer Trust Plan

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:

Pay taxes &
penalties
or Adopt transfer
trust plan
Amount in retirement fund: $100,000 $100,000
Mandatory 20% withholding: $20,000 -0-
Cash available to withdraw: $80,000 $100,000
Tax consequences of withdrawal:
Federal income taxes (at 28%) -$28,000 -0-
Early distribution penalty (10%) -$10,000 -0-
State income taxes (3%) -$3,000 -0-
Total taxes & penalties: $41,000 -0-
Compare with cost to create a Pension Transfer Trust Plan: $6,850
Net cash available: $59,000 vs. $93,150
Additional Details & Financial Requirements
Franchise Category:
Total Investment:
Homebased Business:
Financing Available:
Training Available:
Territories Available:
Financial Services
$6,850
No
No
No
USA
 
Request More Information from this Franchise
 
First Name
*
Available Capital
Last Name
*
Timeframe to Invest
Email Address
*
Desired Location
Phone Number
*
Additional Comments
Address
*  
City
*  
State
*  
Zip Code
*  
Security Code:
1390
 
Enter the Security Code shown above:
*  
 
Yes, I would like to receive the BizOpp Journal, the official newsletter of Franchise Advantage. www.BizOppJournal.com
Yes, I agree with Franchise Advantage's Business Buyer User Agreement*
Your information is safe Rest assured, your information is SAFE. We store all information on secured servers and we will never send you SPAM. For more information, please review our Business Buyer User Agreement.