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

Investing in a REIT with a Self Directed IRA

A Self Directed IRA is a versatile tool to invest in a REIT (Real Estate Investment Trust). With it the account holder will get tax-advantaged growth, the freedom to invest in any kind of REIT, and the ability to self-manage the account. Previously we have discussed different kinds of REITS and choosing the most appropriate Self Directed IRA account. Today we’re going to switch gears and discuss the pros […]
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March 30, 2022

FAQs - Roth & Traditional IRAs

What is a Self-Directed IRA? A Self-Directed IRA (or SD IRA) is an account that gives you the ability to use your retirement funds to invest in “alternative investments,” i.e. investments off Wall Street (not just stocks, bonds, and mutual funds). The most common alternative investment is real estate. What else can I invest in? Everything but […]
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Divorce

Divorces often see a division of assets. Bank accounts, cars, and homes are subject to a fair and equitable distribution. However, what many people don’t realize is that retirement assets are also available for distribution. The ex-spouse may be designated as an Alternate Payee and receive up to 50% of the retirement funds. Here’s what […]
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A Kid's Guide to Understanding Money

As the United States economy starts to rebound, a public initiative has sparked a wave of support for broadening the public education system to include financial literacy as a prerequisite to graduating. Many believe that educating kids about personal finance should start when they are still in elementary school. As a result, many school districts […]
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March 29, 2022

Retirement Plan Infographic

There’s a reason that thinking about retirement planning makes you feel like a 3rd grader trying to understand nuclear physics: it’s complicated, there are a lot of variables, and one wrong move can mean financial armageddon. Even with a simplified options map, you can quickly get lost in the thicket. Try your luck and we’ll […]
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Financial Literacy

When it comes to school, kids know they have to pass their math class to move on to the next grade. As an elementary student, this means you will need to know how to identify pennies, nickels, dimes, quarters, and dollar bills. You will also need to know how to count money so that you […]
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March 29, 2022

Using Retirement Funds to Start a Business

The idea of doing more with your retirement funds than just stocks or bonds is slowly but steadily gaining popularity. For those with a proactive approach, the thought of using an IRA or 401(k) to fund a business holds a lot of appeal. It avoids the volatility of the stock market, while at the same […]
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Financial Terms for Dummies

The majority of people rely on money to thrive in an industrial world, unless they live in an isolated area off the grid. Even those people rely on mainstream society to purchase property, food, and services at a bare minimum. The chances of living this kind of lifestyle into a ripe old age are next […]
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March 29, 2022
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