Using ROBS to finance aquisitions

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January 14, 2024

by a searcher from Harvard University - Harvard Business School in Boston, MA, USA

Has anyone used ROBS to finance their aquisition. If so, what are the key pitfalls we should be aware of? What is the most efficient way to access our 401k? Thanks!

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Reply by a searcher
from University of Pennsylvania in Ambler, PA 19002, USA
You may be aware of this, but Peter Thiel is a great example of how he used his Roth IRA to start his business, Pay Pal, and now pays no taxes on $5B.

https://www.propublica.org/article/lord-of-the-roths-how-tech-mogul-peter-thiel-turned-a-retirement-account-for-the-middle-class-into-a-5-billion-dollar-tax-free-piggy-bank
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Reply by a searcher
from Millersville University of Pennsylvania in Mantua Township, NJ, USA
Not sure who on here has used ROBS, but you can check out the two episodes from Acquiring Minds and maybe reach out to the guests

https://acquiringminds.co/articles/burk-adams-pc-enclosures
https://acquiringminds.co/articles/doug-johns-mr-rooter
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