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

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Investing Your Self-Directed IRA in Real Estate: Rules, Benefits, and Procedures

Discover how to leverage your real estate expertise by investing a Self-Directed IRA in real estate. Learn about the benefits, rules, and process of investing in real estate to grow your retirement savings with tax advantages.
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10 Tips for Investing in Real Estate with a Self-Directed IRA

Using a Self-Directed IRA for real estate investing is an exciting way to diversify your retirement portfolio while enjoying tax advantages. A Self-Directed IRA (SDIRA) allows you to invest in a wide range of real estate opportunities, from residential properties to commercial buildings and even raw land. A Self-Directed IRA with Checkbook Control, also known […]
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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 […]
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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. […]
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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 […]
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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 […]
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September 29, 2021

Investing in Promissory Notes with a Self-Directed IRA

Investing in a promissory note with a Self-Directed IRA is a seamless endeavor that can be rewarding for both the lender and borrower. Here's how!
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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 - […]
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