BUSINESS DIRECTED REtiREMENT ACCOUNT
Our Business Directed Retirement Account program is the key to your personal and commercial financial future. This is not a
loan or credit program; we’ll simply unlock your stagnant retirement account to make your money available to you now. We will
not only free up your assets but also create an equity opportunity for your retirement account to grow alongside your business.
BDRA PROCESS
- Create a corporation for your business.
- Design and adopt a customized 401k plan.
- Help you quickly rollover your retirement account into the new 401k plan without tax consequences.
- Create a private stock offering that allows investment directly into your corporation.
- Use the funds for any normal business expense.
FEATURES & BENEFITS
- Fast funding in 2-3 weeks
- Avoid penalties or taxable distributions
- Start debt-free and reach profitability faster
- Retain total control of your business
- Customized structure to fit your business
- Money can be used for any normal business
- Expense including collateral for a loan.
5 YEAR CORPORATE MANAGEMENT
At no additional charge you get:
- Tax Planning Advice
- Annual Report Reminders
- Access to Exit Strategies
- Changes to your Corporate Kit
CAN YOU ROLL IT?
View the most common retirement savings plans our
clients inquire about using for business funding.
BDRA Timeline
View the estimated days of the BDRA process with our full visual breakdown, from intake to transaction.
IS A BDRA LEGAL?
Proper compliance and maintenance are crucial. View common questions about the legality of this structure.
Visual Timeline
See the breakdown to help you visualize the full timeline of our Business Directed Retirement Account program.
Why Us?
HANDS ON ROLLOVER ASSISTANCE
Our professionals prepare your rollover paperwork
for you to execute a direct rollover from your current
custodian to the new 401(k). Don’t leave this step to
chance or be led to open a “trust” account at your
local bank, otherwise, you’ll be stuck explaining to the
IRS why your rollover was not a taxable distribution.
A REAL CORPORATE KIT
We provide a physical corporate kit, with your
customized company documents, delivered directly
to you. All you need to do is sign and go back to
running your business.
EXPERIENCE
Our team of professionals have over 35 years of
combined experience in ERISA, Securities Law, and
Qualified Employer Securities (ROBS) transactions.
REAL 401(K) PLAN SUPPORT
Our customized plans adapt as your business hires
employees and reaches profitability. We’re adept at
helping you make this transition because we manage
large employer plans as well as new employer plans
like yours.
INVESTMENT PLATFORM
Easy to use and customized for your business.
Access to over 24,000 mutual funds and any nontraditional investment you can think of.
