I want to purchase a franchise and use my IRA funds. Can I?


Question:
I have a good IRA money pile and I want to use that money to assist me on the purchase of a business. I know you can use IRA for other investments, including income producing real estate, so why not tranfering assets from stocks to ownership of a business? The asset would stay in my IRA account. What so you think? Where would the statutes be located so I can read them for myself. (I'll continue to look arounf the IRS site).

Answer:
There is no restriction on purchasing a franchise, but it has to be done properly. There are companies that will assist you in the process.

Assets inside your IRA would be converted to cash. A C-corporation with you as sole stockholder would be established, and the C-corporation would own and operate the franchise.

This has been going on for a few years, and there are many advantages and disadvantages. Here is an article giving one example, and naming a couple of companies that can assist you in your idea:

http://www.startupjournal.com/columnists...
I dont think so, they will consider it an early withdrawal so you will pay tax and pay a 10% penalty. I dont think you can have property/business in your IRA. Consult a tax attorney or CPA
Contact a tax attorney or a CPA, they can enlighten you on all of the legalities.
I think you are looking for a self directed IRA. Do a search on self directed IRA's. I fould quite a bit of information on it. I'm not sure if this scenario would work. Are you going to be employed by the business? Then it may not work.
You will pay your regular income tax (figure about 30%) plus a 10% penalty for withdrawing it before you're of retirement age.
For official notice you should consult a tax attorney or perhaps a CPA but in the meantime I know they have information on this sort of thing at Franchise Gator. I will put the link in the source.

Best,
Jennifer
Yes, but if you're under 59 you'll need to pay the penalty.
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