Episode 49: How to Start a Business Using your 401k with Bernard Reisz, CPA

Bernard Reisz, CPA , a financial pro that has seen it all and knows that you can - and must - be the director of your financial future. Bernard's goal is to EMPOWER you with unbiased info so that you can make informed decisions about all aspects of your money management - tax, legal, financial, investment, cash flow. Bernard is the founder of ReSure Financial, delivering tax and financial tools for real estate. ReSure Financial provides services for self-directed retirement accounts, 1031 Exchange, Entities, and Investor tax & Financial Education. Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies. This episode talks about: Examples of Alternative Investments What is Rollovers for Business Startups (ROBS) 401(k)? How can you use ROBS to fund your own business? The steps of how ROBS 401k works Examples of prohibited transactions using this strategy What are ROBS requirements for a qualified employer plan? The downsides of choosing ROBS for your business funding. Methods of mitigating the risks of ROBS. How to structure your company to avoid double taxation using ROTH 401(k) strategy? The importance of working with an unbiased tax professional To connect with Bernard Reisz, please visit: 👉Company Website:➡️https://www.resurefinancial.com 👉Linkedin ➡️ https://www.linkedin.com/in/bernard-reisz-cpa 👉Facebook ➡️ https://www.facebook.com/BernardReiszCPA 👉Twitter ➡️https://twitter.com/bernardreisz 👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com 👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins 📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com 🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.