How to Use Retirement Funds to Start or Buy a Business
Financial Literacy Series sponsored by CommunityBank of Texas
When
Wednesday, March 11, 2020
From 10:30 AM to 12:30 PM CST
Check in begins at 10:00 AM
Latecomers may be denied seating
Contact:
Bill Klingberg
bill.klingberg@scorevolunteer.org
713-487-6565
About Us:
SCORE is an all-volunteer group with real-world business experience, dedicated to your success.
Our Mission: Help Small Businesses Succeed.
Our Mantra: We educate, counsel, mentor.
Founded in 1964, SCORE is a non-profit association and a Resource Partner of the U.S. Small Business Administration.
For more details, go towww.houston.score.org
Are you planning to start or buy a business?
Are you still looking for funds to begin?
Do you have some funds in a retirement account?
Most people are not aware that they can access 401k/IRA funds tax and penalty free, to use in a business purchase or start up.
DRDA CPAs & Business Consultants has been providing the BORSA (Business Owner’s Retirement Savings Account) Plan since 2003.
Termed a ROBS (Rollover as Business Start Up) by the IRS, a BORSA Plan is a self-directed 401(k) plan that gives you the ability to utilize just about any type of qualified plan in order to start or buy an active business.
Learn how it works, what it costs, what the on-going requirements are in this fast paced interactive presentation to use your retirement funds in a business purchase or start up.
Register Now Free but registration is essential
Presented by: Suzy Granger
Suzy is the National Business Development Officer for DRDA CPAs & Business Consultants. Since 2003 DRDA has been providing the BORSA Plan and Suzy’s role is in educating people on the use of retirement funds, tax and penalty free. Suzy lives in League City, Texas where she enjoys friends, family and rescue animals.
Sponsored by: