ROBS

Anthony P. asked 2 months ago

Gentlemen
I’m 54. I have an old 401k at my previous employer, which is about $80k. I’m done with the equity and bond markets, as I have exposure there already. I’m currently working and contributing to another plan, with more going into a Roth.

My fiance and I want to start a coffee shop in a location that desperately needs one! The opportunity is there; however, with the SDIRA, I’m unable to find this venture, but I was reading about ROBS.

Could you kindly give your opinion on ROBS? Is there any other way that I can invest in this venture outside of an SBA or other investors? Are there any loopholes?
Thank you!