With your plan funded from Step Three, the Business Funding Trust Plan now purchases stock in your corporation with the rollover cash.
This is the moment your retirement savings become business capital: your plan holds the stock, your corporation holds the cash — and you’re already building a successful future for your business, without paying any upfront or surprise fees along the way.
Your trust plan buys stock in your corporation using the rolled-over cash.
The purchase is made entirely with your qualified plan funds — no loans, no debt.
Official stock certificates document your plan’s ownership in the corporation.
We prepare, execute, and document the entire purchase for you.
Your Business Funding Trust Plan holds the stock in your corporation on your behalf — you run the business day to day, and the value grows inside your retirement plan.
Your corporation receives the cash from the stock purchase — business capital, ready to deploy in Step Five.
Talk with our team about the options available to you.
