Use Your 401k to Buy a Franchise! ROBS Explained

Not sure which franchise fits you best? Let’s figure it out together — book a free call with a Francoach expert: https://swiy.co/francoach In this episode: Wendy Skimmer from Benetrends Financial joins Franchising 360 to break down ROBS (Rollover for Business Startups)—how you can legally use pre-tax retirement funds (401(k)/IRA) to start or buy a franchise without taxes or early-withdrawal penalties. If you’re exploring funding options, this is the clearest walkthrough you’ll hear. Chapters: 00:00 Intro & show setup 01:06 Franchise Fun Fact (KFC’s sandwich in the stratosphere) 03:55 Meet Wendy (Benetrends) 05:57 ROBS in plain English—step-by-step 09:40 Do you have to roll all your 401(k)? (No) 11:55 Advantages, risks, and using ROBS with SBA 13:50 Getting out of a ROBS / selling your business 17:40 Fees, audits, and ongoing compliance made simple 20:50 Final takeaways & how to contact Wendy Resources & Next Steps Franchising 360 Podcast: search “Franchising 360” on your favorite app New episodes on BizTV every Friday—and Sunday in Season 2 #FranchiseFunding #ROBS #Benetrends #Franchising360 #SmallBusiness #Entrepreneurship #SBA #401k #BusinessFunding

Rollovers as Business Startups (ROBS)
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Rollovers as Business Startups (ROBS)

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Behind The Curtain: Meet the MB Law Team Helping Firms Operate Smarter

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Rollover for Business Startups (ROBS) Entity Structure - Everything You Need To Know

How to Buy or Start a Business TAX FREE Using ROBS 401(k)
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How to Buy or Start a Business TAX FREE Using ROBS 401(k)

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From Crew Member to 7 Restaurants: Lessons in Scaling a Franchise Business - Franchising 101

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Hot Franchise Markets in 2026 | Best States for Franchise Ownership | The Franchising 360 Show

Rollovers as Business Startups (ROBS) Unlocks Your Retirement Account Tax-Free!
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Rollovers as Business Startups (ROBS) Unlocks Your Retirement Account Tax-Free!

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ROBS 401K Business Financing Program – PROS vs CONS (Rollover as Business Startup)
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ROBS 401K Business Financing Program – PROS vs CONS (Rollover as Business Startup)

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