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


The Pros and Cons of 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 […]
Read More >
December 22, 2021

Investing in Cryptocurrency in Your IRA

The cryptocurrency world is booming. Although digital assets are a relatively new asset class, interest is running high, especially among crypto and internet-savvy investors. Investing your retirement account in digital assets such as cryptocurrency is a unique opportunity that can diversify your portfolio and potentially offer substantial returns. However, there is no reward without risk. […]
Read More >
November 24, 2021

How To Designate Beneficiaries in a 401(k)

Sometimes you think you’ve done everything right and it still doesn’t work out. That can easily be the case when designating Solo 401(k) beneficiaries. The ERISA rules possess a little known application that can play major havoc when it comes to inheritance. If you’re growing your retirement funds with a Solo 401(k), make sure that this aspect of your paperwork is properly addressed. The Good Intentions […]
Read More >
October 27, 2021

The Courage to Diversify - A Brief History of the Self Directed IRA

The history of anything having to do with the government and finances is usually complicated, and – dare we say it – a little bit boring. The same is true for the Self Directed IRA. However, there is a benefit to being informed. When you learn about the history of the Self Directed IRA (and retirement accounts in general), it will get you grounded […]
Read More >
September 29, 2021

Investing in Promissory Notes With a Self Directed IRA

One of the lesser known investment assets enabled by a Self Directed IRA is the promissory note. Let’s break down how a promissory note works, how a Self Directed IRA can invest in one, and what are some of the pitfalls that should be avoided. What is a Promissory Note? A promissory note is in its essence a bill of debt. The investor gives […]
Read More >
August 25, 2021

How Marriage Affects Your Taxes and Retirement Planning

With the weather warming up and a few covid restrictions being lifted, wedding season is in full bloom. Along with choosing the right cake and flowers, newlyweds should be aware of how saying “I Do” affects their tax situation and retirement planning. Here’s a checklist for newly married couples: Update Name and Address Name - […]
Read More >

Retirement Investing News

The past few years have shown America's volatility in almost every asset class. That means it’s harder to be consistent in retirement investing. However, that doesn’t make it any less important. Now, more than ever, investors should be aware of trends and news that can affect their retirement saving. Here are some of the latest […]
Read More >
June 30, 2021

An Important IRS Tax Extension

The IRS Has Extended Your 2020 Deadline The IRS has provided automatic tax deadline extensions to people on a state-by-state basis. This includes the deadline to make 2020 IRA contributions. The good news for you is that you may still have time to open an account and get a deduction for 2020. Find out below […]
Read More >
June 4, 2021
1 2 3 21

Contact Us

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


Get the latest news and insights on Self-Directed IRAs and Solo 401(k)s right to your inbox.
Sign Up For Newsletter

magnifiermenuchevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram