Rollovers as business start-ups compliance project What is a Rollover as Business Start-up (ROBS)? A ROBS is an arrangement in which prospective business owners use their retirement funds to pay for …

Aug 11, 2025 · What is a ROBS? A ROBS is a financing method that allows you to invest your personal retirement savings into your own business. It’s designed to give entrepreneurs access to capital …

What is a ROBS? A Rollover as Business Startup (ROBS) lets you use money from your retirement account to launch a business without paying taxes or early withdrawal penalties.

ROBS allows you to access the money in your eligible retirement accounts as funding to buy a business, as a down payment on a larger business loan, or recapitalization for a business.

With no debt or monthly payments, our ROBS Plan lets you invest your retirement funds into your business, while still paying yourself a salary once you’re up and running.

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Oct 24, 2025 · A Rollover as a Business Startup (ROBS) transaction is a way for business owners to access tax-free small business financing by rolling over existing funds from their retirement accounts.

Oct 20, 2021 · A Rollover as Business Start-Ups (ROBS) is an alternative form of business financing that can be used without having to borrow the cash to start, acquire, or grow a business. A ROBS …