Here’s the part nobody warns you about.
ROBS lets you fund your business with your retirement, tax- and penalty-free. But exit it in the wrong order and you can owe income tax plus a 10% penalty on the entire balance.
And most CPAs have barely seen a ROBS plan. The Roadmap fixes that in about an hour.
Wherever you are with ROBS, there’s a path.
You want out, cleanly
Retiring, selling, or just done. Get your money out the right way, in the right order.
You’re running one
Lock down compliance so a small slip doesn’t become a six-figure bill.
You’re thinking about it
Get the honest math on whether ROBS fits before you move a dollar.
What you get inside
- The 90-second ROBS gut-check. Solid, exposed, or out of compliance? Know in minutes.
- The clean-exit playbook. The exact order to unwind or sell, without taxes + a 10% penalty on the whole balance.
- The “pay yourself” rules. Take a salary without disqualifying the plan.
- The landmine map. The everyday moves that quietly blow up your rollover.
- Your compliance checklist. Every filing & valuation you owe, hand it to your CPA.
Included free
You won’t figure this out alone.
Every order includes a free call with our team to see exactly how Calculated Moves can help you navigate your ROBS plan, set up, run, or exit. Especially valuable if you’re trying to get out.
Get instant access
The Roadmap, the clean-exit playbook, the compliance checklist, and a free call with our team, $797 value, $97 today.
Step 1: Where should we send it?
Your Roadmap unlocks the second you order. No spam, ever.
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Our “sleep at night” guarantee
Go through the Roadmap. If within 14 days you don’t feel more in control of your ROBS plan, email us for a full refund. You keep what you learned. The only way to lose is to keep guessing.
Quick answers
Is ROBS legal?+
Yes. It’s an IRS- and ERISA-recognized structure. The danger is running or exiting it wrong, which is exactly what the Roadmap prevents.
I’m trying to exit, will this help?+
That’s who we built it for. Unwinding in the wrong order can put tax + a 10% penalty on your entire balance. The Roadmap walks you through the clean-exit sequence.
I already have a CPA.+
Most CPAs touch one or two ROBS plans ever. We’ve done hundreds. Give them (and you) the exact framework for less than an hour of their time.
What if it’s not for me?+
14-day, no-questions money-back guarantee. The only way to lose is to keep guessing.
Every day you wait, the wrong move gets more expensive.
The ROBS Roadmap is educational and is not individualized tax, legal, or investment advice. Your situation should be reviewed with a qualified professional, which is what the included call with our team is for.