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

The Legality of Our Ultimate IRA

Simply because the existence of Self-Directed IRAs is not common knowledge, it leaves many wondering whether or not the investment vehicle is even legal. Rest assured: it absolutely is. Your unfamiliarity with SD IRAs is often due to traditional retirement investing firms shielding their clients from the ability to venture into alternative investments, due to the lack […]
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Welcome to Broad Financial

Thank you for reaching out to learn about Self-Directed IRAs. My name is Jeff Astor and I am a Senior Account Specialist at Broad Financial as well as the author of The Self Directed IRA Guide. I have the experience and background to direct you to the best plan for your investment. Schedule a call with me to discuss […]
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August 12, 2019

Have Your IRA-Owned Property and Live in it Too

First things first: you cannot live in a property that is presently owned by your IRA. That is one of the chief items in the list of actions prohibited by the IRS regarding investing in a Self-Directed IRA. That being said, I promise I did not mislead you with the title of this post. The truth is that planning to live […]
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August 12, 2019

Bitcoin Ultimate IRA

The Ultimate IRA Bitcoin/Cryptocurrency AdvantagePurchase cryptocurrency within your IRA with no strings attached. The Right Price – At A Flat Rate! Bitcoin IRA providers charge outrageous transaction fees (up to 15% of your portfolio!). Broad’s single flat charge takes care of everything – once you are using our platform you can use your IRA for […]
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August 12, 2019

Alternative Investments: How the Average Investor Can Diversify and Grow His Portfolio

You can’t control what happens halfway around the world. Greece. China. Earthquakes. You also don’t get a say about when the feds will hike interest rates. Most of what you get lately is a front row seat to watch the wild swings in the Dow Jones Industrial Average. So the question remains: If you can’t […]
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June 20, 2018

What is a Self-Directed IRA?

A Self-Directed IRA is an account that allows for alternative investments not available with standard retirement platforms, like brokerage accounts offered by Fidelity, Charles Schwab, or TD Ameritrade.
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Solo 401(k) - History

The Ultimate Solo 401(k) can trace its history back to 1875 when the American Express Company established America’s first corporate pension plan. In 1935, President Franklin D. Roosevelt signed the Social Security Act, a government administered – and guaranteed – retirement savings program. In 1939, a predecessor of the modern-day 401(k) Plan, “Section 401a” first appeared in […]
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How Do I Set Up a Self Directed IRA?

Setting up a Self-Directed IRA can be surprisingly simple, and the results give you much greater control over how your retirement funds are invested. Learn how to open a Self-Directed IRA, then contact Broad Financial to get started today!
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Contact Us

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 – 4:00 pm EST

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