Home of the ROBS 401k rollover and Mortgage Freedom Plan

Pension Pros

Pension ProsPension ProsPension Pros

Call 949-652-3377 for a FREE Consultation

  • Home
  • ROBS
    • ROBS Overview
    • Benefits of a ROBS Plan
    • ROBS Plan Costs
    • ROBS Plan Process
    • Contributions
    • Employee Exclusion
    • FAQ's
  • Mortgage Freedom Plan
    • Mortgage Freedom Plan
  • Roth Conversion
    • Roth Conversion Basics
    • Why Consider a Roth
    • Who is a Good Candidate
    • Effects of NOT converting
    • Safe Roth Solutions
  • Get Started
    • Start ROBS Process
    • Start Roth Conversion
  • Contact Us
  • More
    • Home
    • ROBS
      • ROBS Overview
      • Benefits of a ROBS Plan
      • ROBS Plan Costs
      • ROBS Plan Process
      • Contributions
      • Employee Exclusion
      • FAQ's
    • Mortgage Freedom Plan
      • Mortgage Freedom Plan
    • Roth Conversion
      • Roth Conversion Basics
      • Why Consider a Roth
      • Who is a Good Candidate
      • Effects of NOT converting
      • Safe Roth Solutions
    • Get Started
      • Start ROBS Process
      • Start Roth Conversion
    • Contact Us

Pension Pros

Pension ProsPension ProsPension Pros

Call 949-652-3377 for a FREE Consultation

  • Home
  • ROBS
    • ROBS Overview
    • Benefits of a ROBS Plan
    • ROBS Plan Costs
    • ROBS Plan Process
    • Contributions
    • Employee Exclusion
    • FAQ's
  • Mortgage Freedom Plan
    • Mortgage Freedom Plan
  • Roth Conversion
    • Roth Conversion Basics
    • Why Consider a Roth
    • Who is a Good Candidate
    • Effects of NOT converting
    • Safe Roth Solutions
  • Get Started
    • Start ROBS Process
    • Start Roth Conversion
  • Contact Us

401k/IRA Business Financing

401k/IRA Business Financing401k/IRA Business Financing401k/IRA Business Financing

Use your retirement funds for business purchase or expansion - penalty free!

Learn More

401k/IRA Business Financing

401k/IRA Business Financing401k/IRA Business Financing401k/IRA Business Financing

Use your retirement funds for business purchase or expansion - penalty free!

Learn More



Why Work With Pension Pros

We are pension plan professionals who specialize in helping small business owners  utilize their retirement funds to start or expand a business without incurring a tax penalty.

How Our ROBS Plan Differs

  • Low upfront fee
  • NO monthly admin fee!  
  • SAVE $1000 on plan installation cost!
  • Total 1st yr savings of over $2500
  • We help clients secure a $1500 Tax Credit

Fees/Services Comparison

ROBS (Rollover for Business Startup)

Buy or Expand a Business with Your 401k/IRA - tax penalty free!

401k/IRA business financing, also known as ROBS, can be a great way to finance a business startup or expansion. The ROBS program enables you to invest in yourself.
                                          Tax penalty free, Debt free and Collateral free!

ROBS will help to reduce debt payments and minimize exposure to rising interest rates, which is now a major concern for borrowers.

ROBS can also help to free up cash for the down payment for SBA or other loans.


Plus, the ROBS process involves establishing a new pension plan so you can continue to invest in yourself and maximize contributions and tax deductions as your business grows!


Pension Pros has innovated a unique ROBS plan design that is more consumer friendly and much more cost effective than ALL competitors!


Click here to see our Fees/Services Comparison chart.

Mortgage Freedom Plan

A better way to finance your home

The banks have us brainwashed! 

30 year loans with heavy front end interest (76% of first payment)
are great for the banks – not for homeowners.


The interest you pay on your 30 year mortgage is the single

greatest expense in your lifetime!


Here’s a big secret your mortgage bank won't tell you.                       You can reduce that interest expense dramatically with the Mortgage Freedom Plan!


Learn More

Pension Pros

Helping Businesses Nationwide!

Phone: 949-652-3377

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