Rollovers as Business Start-Ups (ROBS)

Thursday, April 30th, 2009 Posted in Rollovers as Business Start-Ups (ROBS) | No Comments »

Summary The purpose of this white paper is to present our interpretation of the recent IRS memorandum on the qualified plan structures that allow participants to invest in business startups. The IRS Memorandum states these plans are qualifiable, and as such, can ...