Saunders & Cash

What did we learn about this alternative to funding a business by talking with Mickey Parker, CPA an advisor with Pension Transfer Advisors? You can, if you do it properly, fund your business with money you have in a in pension fund, 401k or IRA to fund your own business.  Without paying the usual taxes and early withdrawal fees.  Listen to part one of our interview with Mickey as we learn more about how this plan works.  A Pension Transfer Trust Plan is a multiple-employer pension plan which allows you, as an entrepreneur, to unlock the value stored away in your IRA or 401k. The plan combines a 501(a) tax-deferred trust with pro-rata, new comparability and safe-harbor 401k features. This gives you full access to those funds for help in financing your new business. Learn more at Pension Transfer Advisors