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Use your 401(k) or IRA Rollover Assets to Finance your Dream
You’ve worked hard for years. You’ve been responsible and saved for your retirement. You have a 401(k) and/or other plans. What’s the best way to take advantage of this money? For many people, it is to use it to invest in themselves and their families… in a way that the government takes as little as possible. That is what ERSOP can help you do.
For 20 Years
The ERSOP® Retirement money, including 401(a) pension, profit sharing, ESOP, thrift, stock bonus, 401(k), 403(b), 457(most), other qualified retirement plans, IRAs and rollover IRA money may be used to fund your own business (existing or start-up), franchise, business property or investment real estate. We have more than 20 years experience with more than 2,000 of these plans nationwide that we have qualified with the IRS.
SDCooper Company developed systems and procedures to navigate the legal strictures and move client's money, locked in retirement accounts, directly into a new or established business without it being a distribution (therefore taxed or penalized) or a loan. The money may be used for franchises, property, equipment or working capital. We charge a flat fee for our services and do not sell investments.
Starting in 2005, the Internal Revenue Service increased its auditing of all employee plans and plans investing in employer stock also received heavy scrutiny. SDCooper Company ERSOP® Plans fared very well through this process and our clients have received more than 30 IRS ‘no change’ audit closing letters. We believe this was because of our emphasis on following the black and white letter of the law.Learn More
The ERSOP® Plan process usually takes less than two weeks: 1-3 days to incorporate, 3 FedEx days to complete the ERSOP Plan paperwork, then about another week to get the money to move. Moving the money can start as soon as the incorporation is complete. Our standard fee for the ERSOP® Plan is $4,500 and then $900* annually. Please enjoy this website and then head to the Get Started page to… get started.Get Started
Our ERSOP principals give presentations all over the country. Here are the PDFs of the PowerPoints they use. How ERSOP works.
This is an exciting first step.
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Or call 866-My-ERSOP with any questions.