IRA and 401k Business Financing | ROBS Plan

When you set up your own California  Business Funding Plan commonly known as a ROBS (Roll Over as Business Startup) Plan you will have the ability to directly control the investment of your retirement funds to….

  • Buy Start or Finance a business with no tax liability or penalties on your rollover
  • Use up to 100% of your funds from IRAs, 401(k)s, or other qualified Retirement Plans
  • Save thousands in financing costs
  • Pay yourself …and your family members…salaries and benefits
  • Use as an equity investment and in combination with other financing options, including SBA, Bank, and other types of loans
  • Tax defer your new business profits to a new retirement account

Filing Fee:

$100.00 – California State Filing fee

Annual Requirements:

CA Initial List Every corporation and LLC shall file an initial Statement of Information with the Secretary of State within 90 days of the original filing of the articles. Cost for initial list is $25 for Corporations and $20 for LLCs.

CA Annual List Corporations need to file the Statement of Information each year in the anniversary month with a fee of $25. LLC’s file once every 2 years in their anniversary month with a $20 fee.

Franchise Tax. Every California company is subject to an additional Franchise Tax that is $800.00 per year.

California Business Funding Plan Complete Setup

California IRA and 401k Business Financing

We provide the following :

  • Setup of “C” Corporation in the State of California*
  • Prepare and File the Articles of Incorporation with the State
  • Retirement Plan pre-approved by the IRS
  • Provide the Corporate Record Book including Stock Certificates, Minutes, Seals, Transfer Ledger and Binder
  • Obtain the EIN for Plan and Corporation from the IRS
  • Co-ordinate setup with an Qualified Plan Administrator**
  • 24/7 Customer Support

*Plus State Filing Fee ** Plus Administrator Fees

Call now to set up your turnkey California Business Financing Plan quickly, efficiently, and economically. Please see “IRA and 401K Business Financing Plan“ or call toll free:



Self Directed IRA LLC with Checkbook Control