Nationwide Retirement Planning and Investment
from Our Wichita Falls-based Firm
No matter your experience as an entrepreneur, purchasing or establishing a venture can seem daunting and expensive. It may be particularly stressful to invest capital in a new business when your budget consists of fixed sources of income. Walker Business Advisory Services assists entrepreneurs in using the funds from their 401(k) or another qualified retirement plan to cover start-up costs while avoiding early withdrawal penalties or taxes.
Monty W. Walker, our firm’s founder, has developed the Entrepreneur Retirement Plan of America (ERPA) as a self-contained plan that not only supports new and existing enterprises across the nation but features an investment platform with ongoing fiduciary services. To learn more about the benefits of ERPA, contact our Wichita Falls-based transaction advisory firm today.
Understanding the Entrepreneur Retirement Plan of America (ERPA)
Withdrawing funds from conventional retirement plans prematurely are typically accompanied by significant taxation, which decreases the total amount of resources available for use. When the money from a 401(k), IRA, or other retirement plan is used for the purpose of establishing a new corporation, the IRS refers to these arrangements as Rollovers as Business Startups (ROBS). With ROBS, the assets that would normally incur penalties or be subject to sizable tax obligations instead directly finance the startup. Unlike other forms of financing, there is no interest or debt to pay off.
Walker Business Advisory Services incorporates this concept into the Entrepreneur Retirement Plan of America (ERPA). This retirement plan was developed by our firm in order to help established and aspiring entrepreneurs gather the capital for a startup without losing funds along the way. Once these funds have been used, we also help to rebuild clients’ retirement savings. This professionally managed plan is ideal for those who have left their current position with ample retirement funds available, but who are not yet ready to retire.
Experience in Reinvesting Retirement Capital
Walker Business Advisory Services has over a decade of experience helping entrepreneurs reintegrate their retirement funds through this investment platform and, for more than 20 years, has guided business owners through options that allow them to retire happily and with their wealth preserved. We also maintain a fiduciary responsibility to our clients, ensuring that each investment is made with their best interests in mind and these assets are protected.
The ongoing management that Walker Business Advisory Services provides with ERPA also ensures that clients are always kept aware of the state of their plan.
Enabling the Growth and Maintenance of Retirement Funds
ERPA not only allows for clients to access the full amount of their 401(k) but provides the opportunity to grow these funds through investment into physical assets and generate new funds. Our Wichita Falls-based firm is also experienced in business and retirement planning, advising clients on making decisions that maximize profitability from the capital they’ve invested.
Make the Most of Your Retirement with Walker Business Advisory Services
Monty and his team are committed to providing their clients with the support necessary to effectively begin their next venture. To learn more about how our business transaction advisory firm, located in Wichita Falls, helps entrepreneurs throughout multiple states gain the full benefit of their retirement plans, contact Walker Business Advisory Services today. Also feel free to review our brochure on ERPA prior to scheduling an initial consultation!
