Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account
Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account

Blog

Broad Financial's Disclaimer

Disclaimer – Broad Financial LLC does not provide legal, tax, or investment advice. Please consult with your tax or legal advisor before making investment decisions.
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Welcome to the Ultimate IRA Trust

Thanks for your inquiry looking for information about our self-directed IRA. If it is not too much, please confirm that you received this.Below is a great summary and attached are supporting attachments to review The Ultimate IRA Trust®.Can I ask what you are looking to invest in? Either way, feel free to set up a […]
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What is UBIT?

You may have heard the term UBIT, but you’re not sure what it means, and if it will apply to your investment.   What is UBIT?  UBIT, which stands for “Unrelated Business Income Tax,” is a tax that is charged for running an active business as part of your tax-advantaged retirement account.    When does UBIT Apply?  […]
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September 30, 2022

The Power of the Bitcoin Roth IRA

After researching and deliberating, you’ve decided you want to invest your IRA money into bitcoin. That’s great to hear, but have you considered doing so in a Roth IRA? Most people have heard of the Roth, but fewer know what it is. In short, there are two types of IRAs. The first is a traditional IRA. […]
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June 21, 2022

How We Set Up Your Checkbook IRA LLC in 6 Easy Steps

It’s Easier Than You May Think to Set Up and Establish a Self Directed IRA with Checkbook Control with Broad Financial We make the process as simple and as fast as possible: Here’s how we create your Checkbook IRA LLC in 6 easy steps: Fill out our one-page application. After you complete the application, we’ll email you […]
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March 30, 2022

Contribution Limits

As of 2023, people 50 and under can contribute $6,500 in an IRA. The amount individuals over 50 can contribute is $7,500. The limit for SEP IRAs is $66,000.For Solo 401(k)s the limit is $66,000 (under 50) and $73,500 (over 50). Whether you’re permitted to contribute the maximum, though, will be determined by your self-employment […]
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Checkbook Control IRA Advantages

First Off, What is Checkbook Control? “Checkbook Control” is the term given to two particular types of Self-Directed retirement accounts: A Self-Directed IRA LLC (i.e. a Checkbook IRA) and a Self-Directed Solo 401(k). This is because having either of these two accounts gives you control over your retirement money as if it were a checking […]
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March 30, 2022

3 Pitfalls to Avoid When Using Your IRA for Real Estate

With the erratic nature of returns in standard stock market investments, American workers have started moving to platforms that provide them with more asset choices. One of these platforms – the Self-Directed IRA –  has received quite a bit of publicity lately, largely due to the cryptocurrency craze. For the average investor, however, a more […]
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March 30, 2022
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Address:
One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

Mondays – Thursdays: 8:00 am – 6:00 pm EST
Fridays – 10:00 am – 2:00 pm EST

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