Financing Options

Utilize funds from a qualified retirement plan (IRA or 401k) to acquire your new business and avoid taxes and penalties.

• Invest funds from a qualified retirement plan in your own business
• Maintain a qualified retirement plan for your future and the future of your employees
• Start a new venture or purchase a franchise or existing business
• Add or expand locations or provide additional working capital for current operations
• Diversify by investing a portion of retirement funds in  your own business, as well as other investment options such as stocks, bonds and mutual funds
• Establish a schedule for continued retirement plan contributions
• Attract and retain quality employees with a benefit not often found in small business
• Take advantage of tax benefits allowed under a qualified plan

Save Money

Tapping into your retirement funds can be expensive. Distributions before retirement age can cost you up to 50% in taxes and penalties. But with the FundMax™ Plan you can use the retirement funds you’ve diligently saved to start or grow your own business – without taxes or penalties.

Build for the future
A business of your own may well be your best retirement plan. With the FundMax™  Plan, you can use your retirement funds as an initial business investment and build on them year after year. After all, an investment in yourself is an investment you can believe in. The FundMax™ Plan is designed to put you in control by making you the trustee of your own retirement. With this plan you are able to shelter more money than every before for a greater potential return and continued income during retirement.

Enjoy higher success from the start  

The FundMax™  Plan gives you more control by helping you avoid the debt associated with business loans freeing up cash flow. Perhaps that’s why so many current and potential business owners prefer this approach to traditional financing. The FundMax™ Plan can also be used in conjunction with traditional and SBA financing to help reduce the amount of your loan, and therefore your loan payments.

Plan for security

Lots of small business owners start out by borrowing against their homes. With the FundMax™  Plan , you can open or grow your business without ever touching the home equity you worked so hard to build.

 Call us today to get further information on this funding option:

866-537-8858