What is a BORSA™ (Business Owner’s Retirement Savings Account) Plan?
Simply put, it is a self-directed, qualified retirement plan that allows you to purchase stock in your employer’s corporation.
The proceeds from the sale of this stock can be used to fund the purchase of a franchise, business start-up, or business property using your funds in
a 401(a) pension, profit sharing 401(k), 403(b), 457, or IRA rollover.
Through the utilization of a BORSA™ these purchases can be accomplished without distributions, taxes, penalties, or the use of retirement plan loans.
