Bernard Reisz, CPA , a financial pro that has seen it all and knows that you can – and must – be the director of your financial future. Bernard’s goal is to EMPOWER you with unbiased info so that you can make informed decisions about all aspects of your money management – tax, legal, financial, investment, cash flow.
Bernard is the founder of ReSure Financial, delivering tax and financial tools for real estate. ReSure Financial provides services for self-directed retirement accounts, 1031 Exchange, Entities, and Investor tax & Financial Education.
Prior to founding ReSure, Bernard served as Director of CoMetrics Partners, managing an array of engagements involving financial consulting and due diligence. Bernard advised owners of closely-held middle-market companies on advanced tax mitigation strategies.
This episode talks about:
– Examples of Alternative Investments
– What is Rollovers for Business Startups (ROBS) 401(k)?
– How can you use ROBS to fund your own business?
– The steps of how ROBS 401k works
– Examples of prohibited transactions using this strategy
– What are ROBS requirements for a qualified employer plan?
– The downsides with choosing ROBS for your business funding.
– Methods of mitigating the risks of ROBS.
– How to structure your company to avoid double taxation using ROTH 401(k) strategy?
– The importance of working with an unbiased tax professional
To connect with Bernard Reisz, please visit:
Company Website:https://www.resurefinancial.com
LinkedIn https://www.linkedin.com/in/bernard-r…
Facebook https://www.facebook.com/BernardReiszCPA
Twitter https://twitter.com/bernardreisz
To learn more about what we do and how we can help you grow more wealth, please visit https://finassetprotection.com
You can also schedule a free call with us: https://calendly.com/financialservice…
Free “Thinking Like a Bank” ebook. Learn to think like a bank by downloading a free copy here: https://thinkinglikeabank.com
**Not intended to be financial advice. Please consult a professional who knows your specific situation.