| With companies downsizing and displaced former | | | | account are rolled in to the newly created retirement |
| executives searching for a new niche, the desire to | | | | account. These funds are used to invest in stock of |
| maintain more control of their futures is becoming | | | | the company or provide a down payment on a |
| more important. Business ownership, because of its | | | | business according to an article in the Wall Street |
| nature is very appealing. | | | | Journal Article, Funding a Start-up - How to Tap an |
| But the down payment needed may be just out of | | | | IRA or 401(k) |
| reach for many of these people. You may be in that | | | | A cautionary note, however, the account should be set |
| position and the following has crossed your mind. | | | | up with the guidance of a financial planner or third |
| "Where can I come up with necessary funds for a | | | | party retirement plan administrator and those fees can |
| down payment on a business? Especially a business | | | | be steep. Typically the set up fee is around $5,000.00 |
| that returns the net income I need to maintain my | | | | and an annual administration fee of around $800.00. |
| current lifestyle?" | | | | But if the account is not set up correctly, you could be |
| The answer may lie in your 401(k), 403(k), Keoghs or | | | | subject to taxes and early withdraw penalties. This is |
| SEP accounts. Through an instrument called the | | | | especially true if you are under 59 1/2 years old. No |
| self-directed IRA, an account can be created that | | | | ruling has been issued authorizing the self-directed IRA, |
| could be used to fund a down payment for a business | | | | so consultation with an expert in this process is |
| or fund the operating costs of an existing business, | | | | advisable. |
| helping to lower overhead and increase profits. | | | | Disclaimer: The author is not a financial adviser or |
| The process involves setting up a C Corporation and | | | | CPA. It is important to consult with your CPA or |
| setting up retirement accounts. Funds from the IRA | | | | financial planner. |