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How It Works

Learn How to Fund Your Small Business with Retirement Funds


To understand how you can finance your new business with your 401k rollover or other qualified plan, you must understand how to access your savings without taxes, penalties, or interest; you must understand two bodies of law. The two bodies of law that govern the BORSA™ structure are the:


401K rollover for small business funding
  • Employee Retirement Income Security Act of 1974 (ERISA)
  • Internal Revenue Code of 1986 (IRC)


For purposes of the BORSA™ structure, ERISA governs who is eligible and what you can or can not do in a qualified retirement fund, while the IRC addresses what is deductible going into the plan and how money is taxed when it is taken out of the plan.*


The graphic on the right depicts how assets move within the BORSA™, from your existing employer retirement plan, rolled over into your BORSA™ plan, turned to cash to buy shares to invest into your new business or start up company. This money can also fund or finance your business asset purchases as well.

Learn more about how the BORSA™ works to fund your new business or franchise by reading our white paper or other resources.

Call on one of our advisors for a personal consultation and explanation of the BORSA™ plan, contact us or call us at (281) 488-2022 today.

Request information from one of our trusted BORSAtm advisors: