Open a Business Using Your
Retirement Funds!
No Taxes, No Penalties
 If
you’re like millions of Americans you’ve
planned for your retirement and have funds in
some type of retirement savings plan. However,
your funds are tied up in someone else’s
business. What you may not know is that the Employee
Retirement Income Security Act of 1974 (ERISA)
made it legal for you to reinvest those funds
in your own business.
Diamond Financial Services has formed strategic
alliances with companies that have experience
in retirement planning and an extensive knowledge
of ERISA. The program is IRS approved. You’ll
even receive a Favorable Letter of Determination
from the IRS – specific to your new business.
Invest in yourself
while building for the future.
Using your retirement funds as
an initial business investment and building on
them year after year in a business of your own,
may be your best retirement plan. You can use
the money to purchase a franchise, buy an existing
business or start your own entrepreneurial venture.
After all, an investment in yourself is an investment
you can believe in.
Supplement a business
loan with your retirement funds.
Sometimes a small business loan or commercial
line of credit may not be enough. Small business
owners often need capital for loan down payment
to meet lending requirements. You can supplement
traditional forms of business financing with funds
you already have.
Follow your dream
without penalties and taxes.
Tapping into your retirement fund can be expensive.
Distributions before retirement age can cost you
as much as 50% in taxes and penalties*.
On the other hand; our sources charge only a nominal
fee, which means you save and keep more of your
own hard earned money. Follow your dreams without
interest, taxes or penalties.
*Consult
your tax advisor for individual circumstances.
It’s simple.
If you think re-investing your retirement fund
sounds complicated, then think again. It is simple
and turn-key. You can even handle it by phone
and email. Our planned specialists are experts
specifically trained to take the necessary steps
and handle all the paperwork. On average, steps
are completed and funds available in about 2 –
4 weeks. We are absolutely committed to making
the process smooth and satisfying.
If you have $50K or more in retirement funds
and you’re interested in learning more about
how to open a business using your own funds –
please call:
Michele Slevin at 877-508-2274, Ext. 204
A retirement plan specialist can contact you
to discuss the program, at no obligation to you.
All information is strictly confidential.
How it works:
Four Simple
Steps and You’re in Business.
Capitalizing your rollover Plan is a straightforward.
Our plan specialists are fully trained to do the
necessary steps and paperwork. It’s a short
process as well, on average- steps are completed
and funds are available in about two to four weeks.
You establish a C-corporation
for the new business.
If you like, your specialist can prepare incorporation
documents and make necessary state and federal
filings as an additional service.
The C-corporation
creates a new retirement plan.
They will develop everything from the Basic Plan
Document to enrollment forms, and perform required
federal filings to establish the plan.
Funds from an existing
retirement plan are rolled over into the C-corporation's
new retirement plan.
They make sure the proper forms are prepared and
tasks performed to complete this transaction.
The new retirement
plan purchases stock of the C-corporation.
They see that appropriate procedures are followed
and stock certificates are issued.
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