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Speak with a Broad specialist:
(800) 395-5200Schedule a CallSign Up Now

Blog

What Are the Pros and Cons of Using a Self Directed IRA To Invest in Real Estate? 

Summary and Key Points  There are both pros and cons to investing in real estate with a Self Directed IRA. Pros include asset control, better diversification, and potentially high ROI. Cons include liquidity concerns, time commitment, and loss of property tax benefits. For any real estate investment, calculating the various profit scenarios will help determine […]
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April 26, 2022

2022 Tax Tips from the IRS 

Tax season is in full swing, and the deadline is swiftly approaching. As you begin to finalize your filings, we compiled a few important IRS tax tips and reminders that may affect your tax preparation. If you’re interested in learning more, feel free to check out the IRS Newsroom and IRS Tax Tip Archive.   IRS […]
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March 30, 2022

Annual Maintenance for Your Solo 401(k)

Your Solo 401(k) is a powerful investment tool especially because of it’s ease-of-use, but that doesn’t mean it’s totally free from necessary maintenance tasks. Here’s a look at some annual maintenance your account still needs. (Please click here for this year’s contribution limits.) Annual Contributions – the annual Solo 401(k) contribution limit is currently $61,000 (or $67,500 […]
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March 24, 2022

Why Should I Open a Self Directed Solo 401(k)?

If you are a one-person business operator, freelancer, or independent contractor, planning for retirement may seem like a daunting task since you are not provided with an employer sponsored plan. Luckily, self-employed individuals have several options to save for retirement and enjoy the same tax benefits. When deciding on a retirement account, the fee structure, […]
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March 17, 2022

The Ultimate Defined Benefit Plan for Small Business

What is a Defined Benefit Plan?A Defined Benefit Plan is a specialized type of retirement plan that offers set benefits upon retirement. It differs from traditional plans in the fact that the benefits are not determined by investment returns, but rather by factors such as salary history and duration of employment. How does a Defined […]
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February 16, 2022

CPAS CFPS

Checkbook Control What makes the Broad platform unique is the feature of Checkbook Control. Standard IRA accounts or Solo 401k plans give your client a very limited scope of investments. Even if you want to help your client diversify, a third-party account will frustrate you at every turn. Checkbook Control allows you unprecedented choice and […]
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February 15, 2022

Mark Richardson: Crypto Success Story

Would you rather make some money from your investment, or make more money from your investment? Of course, the choice is quite obvious for any rational person. Unfortunately, accomplishing the second option isn’t the easiest task for many investors. For Mark Richardson, the subject of this Success Story, discovering Broad Financial was all he needed to do. “Finding (Broad […]
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What is a Solo 401(k)?

Before we answer the question “what is a Solo 401(k)”, let’s first discuss the structure of a standard 401(k). The Standard 401(k) Plan A 401(k) is a retirement plan (based on a section of the Internal Revenue Code) which allows an individual to dedicate income towards retirement. When the funds are designated as such, they […]
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February 7, 2022

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