BDRA

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A Business Directed Retirement Account (BDRA) allows individuals to use their retirement funds, like those in a 401(k) or IRA, to invest in and operate their own businesses. It provides a way to access capital for entrepreneurial ventures without incurring immediate tax penalties, under specific IRS guidelines.

• Startup or Existing Business

• Minimum $35,000 – preferably $50,000 – in qualifying account

• Account must be from previous employer

• Be willing to set up a Corporation

• Start debt free and reach profitability faster

• Invest in yourself rather than Wall Street

• Be the owner and the investor

• No tax penalties or taxable distribution 

• Pair with other programs to save money for working capital

• No credit requirement

• No bank involvement

• No collateral

• Can be used for any normal business expense, including collateral for a loan

• Total control of your business

• Five Year Management Consultation

•  Tax Planning Advice

•  Legal Structure Advice

•  Exit Strategy Advice

F/A has an experienced and highly qualified team to help you navigate through this process, with business and tax advantages!