Own Your Own Company
Today’s erratic economic environment is pushing people out of big business and into situations where they are opting to become their own boss. Some are starting home based businesses and others are purchasing franchises or buying existing businesses.
A “non-traditional” funding source for business financing is the use of an existing retirement plan such as an IRA, 401(k), Keough or other type of pension plan. Funds are transferred from one qualified retirement plan to another. Distribution is not part of the process and there are no tax consequences.
This type of funding source is called a Business Funding IRA.
Learn More About Business Funding IRA Plans:
Your Next Step
For immediate analysis of your situation and the best strategy for your investment interests, call us today at 877-229-9763.
Client Testimonial:
“Thank you. Please share with your team that I’m very pleased with the service I’ve received from Safeguard Financial. The information is very well organized and put together and I would definitely recommend your services.”
“Thank you. Please share with your team that I’m very pleased with the service I’ve received from Safeguard Financial. The information is very well organized and put together and I would definitely recommend your services.”
~ Janis H. – Portland, Oregon





