Pension Transfer Advisors
Pension Transfer Advisors can show you how you can get the cash down payment for your new business with a tax-deferred 501(a) trust all without a taxa
What Does a Pension Transfer Advisors Franchise Cost?
To buy a franchise with Pension Transfer Advisors, you'll need to have at least liquid capital of $0. They also offer a discount for veterans. *
Requirements
Financial requirements for this franchise:
Options
Options available to franchisees:
Veteran Discount: | Yes, 10% off Franchise Fee |
---|
Pension Transfer Advisors Tax-Deferred Trust Plan Information:
How to finance a new business with help from us and your 401k.
Since 1974, there has been a way to invest your 401(k) and IRA money into a new business without early distribution penalties and taxes. We take all of the steps to do this in your behalf.
How our trust plan differs from others:
While other firms create an individual plan for each client (and the IRS has the right to disqualify any one of them), we provide an established "multi-employer" trust plan that insulates each co-sponsor from the possibility of creating a "prohibited transaction."
Now you can finance your new business with cash from your 401(k) or IRA account...without creating a taxable event.
Do the math:
If you have $100,000 in a 401(k) or IRA and take an early distribution (before age 59.5), the following taxable events would be triggered: a 20% mandatory hold-back, Federal (and state) income taxes (at higher tax rates) and a 10% early withdrawal penalty. This could easily be a $45,000 tax bite.
 | Take early distribution | Adopt a pension transfer trust |
Amount in retirement fund: | $100,000 | $100,000 |
Mandatory 20% withholding: | $20,000 | -0- |
Cash available to withdraw: | $80,000 | $100,000 |
Less ordinary income taxes (at 33%) | $33,000 | -0- |
Early distribution penalty (10%) | $10,000 | -0- |
State income taxes | $2,000 | -0- |
Total taxes & penalties: | $45,000 | -0- |
Cost to set up transfer trust: | -0- | $6,850 |
NET CASH available: | $55,000 | $93,150 |
It Is A No-Brainer.
With a Pension Transfer Trust in place, you can get the down payment for your new business and keep the check to the IRS as a cushion for additional operating money.
How does this work?
With the adoption of the Pension Transfer Trust, you are able to convert existing retirement funds into privately held stock in your new business. This tax-deferred 501(a) trust is coupled to a replacement plan that contains special "excemptive clauses." Your new business gets the cash it needs from the sale of a portion of its stock to your trust plan. The trust is unique in that it will provide custodial services to administer non-publicly-traded stock.
How is our trust plan is different from others?
Other firms create separate individual plans and the IRS has the right to disqualify any one of them. We provide an established "multiple-employer" trust plan, insulating each co-sponsor from the possibility of having a prohibited transaction. In addition, by marketing individually designed plans, other firms leave the client on their own. With our plan, the Pension Transfer Trust, we are the principal sponsor and trustee, so there are more vested interests in making sure the plan meets current IRS code sections and Department of Labor Letter Rulings.
Hundreds of references available upon request!
No other firm can provide you with a list of so many satisfied clients. We knock ourselves out for each and every client and they appreciate it. Ask us for a list of recommendations.
Pension Transfer Advisors include:
- Destel-Bergen Corp: Pension administration fiduciaries
- Transamerica Retirement Services: Custodian
- Friedlander Cherwon & Capper, LLP: Auditor firm
- GCA Law Partners, LLP: ERISA attorneys
- The Maring Law Firm: Trust plan attorneys
- Stevens Certified Public Accountants: CPA firm
- Easton Business Valuations, LLC: Business appraisers
- RGS FINANCIAL SOLUTIONS: Trustee services
Video
Availability
Pension Transfer Advisors is currently accepting inquiries from the following states:
Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming
Interested parties should have at least $0 in liquid capital to invest.
Here are some other suggestions in the same category that you selected
VOTED TOP PART TIME - WORK AT HOME BUSINESS! Are You Looking to Make an Additional $100,000 in the Next 12 Months - No Employees to Hire - No Equipment to Rent/Buy - No Office/Warehouse to Rent/Lease - Start Making money in…
30k Minimum Cash Required
There is NO better business model that is designed to excel in inflation, recession, and uncertain times. We help you create the ultimate MONTHLY cash flow for years by helping companies save money when they need it. Buy a…
70k Minimum Cash Required
Sniffing around for a great new opportunity? Zoomin Groomin is expanding our Mobile Pet Grooming business nationwide. Set your own schedule, be your own boss and work with pets all day. We’ll be right by your side, every…
100k Minimum Cash Required
Lawn Pride is a rapidly growing lawn care franchise, but you don't have to get your hands dirty to be an owner. Operating within a growing and recession-resilient industry that provides in-demand services, franchise…
50k Minimum Cash Required
At Coast Supply, we sell and install exceptional flooring, custom couches, and window coverings at an unbeatable value. We carry only the best the industry has to offer and provide a full-service approach, handling everything…
50k Minimum Cash Required
Today's busy lifestyles demand the services PostalAnnex+ offers. Capitalize on this demand and open your own business!! After retiring from the printing business PostalAnnex+ founder Jack Lentz began working out of his…
70k Minimum Cash Required
Did you know you could partner with a company to build out your entire e-commerce store, from product research to inventory acquisition to marketing? Yep! You can easily make 6-7 figures in passive income when we build your…
30k Minimum Cash Required
Express Employment Professionals is the top staffing franchise in North America. Ranked #1 by Entrepreneur Magazine for nine years in a row, we have 825 awarded locations with an average of more than $6 million in top-line…
150k Minimum Cash Required
ATAX Tax Service is your premier destination for comprehensive and reliable tax assistance.
40k Minimum Cash Required
Fresh Coat is North America’s leading high-volume interior painting company. Be the boss - don’t paint! Build an organization in an industry with high income potential. Fresh Coat is a turn-key franchise offering high…
50k Minimum Cash Required
Mr. Handyman is an award-winning handyman services franchise, but you don't need experience in the trades to be an owner. Operating within a growing and recession-resilient industry that provides in-demand services,…
50k Minimum Cash Required
Glass Doctor is an award-winning glass repair and replacement franchise with two distinct verticals to choose from: flat glass or auto glass. Operating within a growing and recession-resilient industry that provides in-demand…