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UTRF Tech Talk: Rollover Business Startups

Date: 03/22/2017

Time: 11:00 am - 1:00 pm

Location: UT Business Incubator


UTRF Rollover Business Startups

The University of TN Research Foundation and the firm of Kennerly Montgomery present Rollover Business Startups (ROBS) – a free educational program.

  • When properly structured, ROBS allow entrepreneurs to utilize funds from their 401(k) or other tax-advantaged retirement account to fund a new business (or franchise), buy an existing business, or recapitalize an existing business.
  • ROBS also allows for these funds to be used before a person reaches the age of 59 ½ without paying the usual income taxes and early withdrawal penalties.
  • This program will discuss the structure of a ROBS transaction, the ongoing requirements related to a ROBS business, potential hurdles and pitfalls, and the IRS’ stance on ROBS generally.
  • Options and alternatives for financing start-ups using IRAs and qualified plans will be compared.

Students, faculty, entrepreneurs, start-up company executives, investors and their advisors are welcome to attend.

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