Use Your 401k to Buy a Franchise! ROBS Explained

Описание: Not sure which franchise fits you best? Let’s figure it out together — book a free call with a Francoach expert: https://swiy.co/francoach

In this episode:

Wendy Skimmer from Benetrends Financial joins Franchising 360 to break down ROBS (Rollover for Business Startups)—how you can legally use pre-tax retirement funds (401(k)/IRA) to start or buy a franchise without taxes or early-withdrawal penalties. If you’re exploring funding options, this is the clearest walkthrough you’ll hear.

Chapters:

00:00 Intro & show setup
01:06 Franchise Fun Fact (KFC’s sandwich in the stratosphere)
03:55 Meet Wendy (Benetrends)
05:57 ROBS in plain English—step-by-step
09:40 Do you have to roll all your 401(k)? (No)
11:55 Advantages, risks, and using ROBS with SBA
13:50 Getting out of a ROBS / selling your business
17:40 Fees, audits, and ongoing compliance made simple
20:50 Final takeaways & how to contact Wendy

Resources & Next Steps

Franchising 360 Podcast: search “Franchising 360” on your favorite app
New episodes on BizTV every Friday—and Sunday in Season 2

#FranchiseFunding #ROBS #Benetrends #Franchising360 #SmallBusiness #Entrepreneurship #SBA #401k #BusinessFunding