One of the best parts of serving as a trusted adviser is that investors share their ideas and strategies with me before making a potentially life-altering financial decision that could pose a significant risk to their future.
Recently an investor informed me of their interest in a Rollover for Business Startup, an intriguing financing alternative that allows an investor to use their retirement investments to fund a startup business without incurring taxes, penalties, or loans. However, in my opinion, file this one under “Opportunity with Caution” because, as the saying goes, “if it’s too good to be true, there must be something wrong with it.”
The Gwinnett Daily Post is a daily newspaper published in Gwinnett County, Georgia, and serves as the county's legal organ. The newspaper is owned by Times-Journal Inc. and prints Wednesday and Sunday each week.