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 of 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-reisz-cpa
👉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/financialservicesins
📢💡 📚 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.