A Compliance-Focused Roadmap to Starting Your Business Debt-Free & IRS-Approved

🎯 Avoid Costly Pitfalls. Stay IRS-Compliant. Launch Like a Pro.

This checklist walks you through the exact steps to legally and efficiently fund your business using your 401(k), avoiding the most common landmines that trip up entrepreneurs. Created for small business owners, franchisees, and self-starters who want to use their retirement savings smartly — without triggering taxes, penalties, or audits.

🛠️ Step 1: Determine If You’re a Good Candidate for ROBS

🏗️ Step 2: Choose a ROBS-Compliant C Corporation Structure

📋 Step 3: Create and Qualify a New 401(k) Plan

💸 Step 4: Roll Over Funds Into the New 401(k)

📈 Step 5: Invest in the Business

🔍 Step 6: Stay Compliant Post-Setup

🧭 Step 7: Get Help From Experts (Seriously)

🔧 Additional Tools & Resources

🚀 Apply Today & See What You Qualify For

401K Business Financing with Uplyft Capital: A Genius Move or a Financial Disaster?

Unlocking Business Funding with Your 401(k): ROBS Financing Explained