Safe Harbor Plans - 401K Franchise Funding - Resource
Quick Summary
Learn how to buy your new franchise using your 401k or IRA funds and put the extra 40% you would have paid in taxes towards the purchase price!
*Please contact "Safe Harbor Plans - 401K Franchise Funding" to confirm the accuracy of any information provided on this page.
Safe Harbor Plans - 401K Franchise Funding
Business Cost, Fees & Facts for 2026
| Minimum Cash Required | $30,000 |
Available In These States:
- Overview
Safe Harbor Plans - 401K Franchise Funding - Resource
How to Fund Your New Franchise
Do You Have a 401K or IRA?
When you roll over your 401K or IRA to fund the purchase of a franchise, you can use 100% of those funds with no tax penalties. This allows you to keep the 40% you would have paid in taxes and put it toward your new business.
Over the past 24 years, we have helped hundreds of clients successfully use this method to fund their franchises.
Many of our clients start their rollover before they find a franchise to buy, ensuring they have funds available to make a strong offer.
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