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


3 Reasons People Are Investing In New Construction Rentals

By Gregg Cohen, Founder of JWB Real Estate Capital While the thought of a new construction rental may not be your stereotypical rental investment, it’s become a top method many investors have been exploring. Surprised? Let’s talk about why. For years it just didn’t make sense to build new construction rental properties. The numbers only […]
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February 7, 2022

Why Can't You Get a Self-Directed IRA on Fidelity?

Expand Beyond Traditional The level of freedom that the Self-Directed IRA with Checkbook Control provides for you flies directly in the face of how traditional retirement investing companies prefer to do business. Leading names such as Fidelity, TD Ameritrade, or Vanguard make their money by keeping your money in their hands by putting it in the stock market where […]
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February 5, 2022

The Ultimate IRA or Solo 401(k) for Real Estate Investing

Yes, you can invest in Real Estate with your Retirement Savings What Type of Real Estate Can You Invest In With a Self-Directed IRA or Solo 401(k)? No More Mediocre IRA and 401(k) Returns! Self-Direction combined with a sound real estate investment is the most powerful way to boost and protect your retirement savings. We […]
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The fifth secret – No Capital Gains Taxes

5. No Capital Gains Taxes The fifth secret is not as good as the fourth secret, using Roth money to invest in cryptos, but it’s an important secret nonetheless. There are several valid reasons why people don’t convert their retirement money to Roth money. One is that if you make too money, the IRS doesn’t […]
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The fourth secret – Roth Money

4. Roth Money The fourth secret is Roth money. There are two types of IRAs. Most people have what is called a traditional IRA or a tax-deferred IRA. There are no capital gain taxes in an IRA. However, with a traditional IRA, you will eventually pay the taxman. You may do it at 72, when […]
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The third secret – Control

3. Control The third secret is checkbook control, which is another aspect of a “flat rate” plan is. (Sometimes it’s called a checkbook IRA or an IRA LLC.) The main attraction of such a plan is that you are in control. Your money ends up in a bank of your choice, not in the hands of […]
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August 12, 2019

The second secret – A “Flat Rate” Plan

2. Flat Rate Plan The second secret is a “flat rate” plan IRA (or 401k). There are two fundamentally different types of self-directed IRAs: a custodial and checkbook. In the custodial model, the custodian holds your money, and since they hold your money, they can charge asset- based fees or transaction fees. An asset-based fee […]
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The first secret – the self-directed IRA

1. The self-directed IRA First secret is something called the self-directed IRA. If you’ve never heard of it, it’s not surprising. Ninety-eight percent of the approximately $20 trillion that Americans have in retirement money are in regular non-self-directed accounts. Their money may be at any of the big brokerages (e.g. Schwab, Fidelity, eTrade, TD Ameritrade) […]
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