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


SECURE 2.0 - What You Need to Know

Retirement legislation has often been characterized as being confusing and without obvious benefits. However, the IRS and the government at large has begun making a move towards more taxpayer friendly laws and clear communications. In late 2019, the SECURE Act was passed. This was a series of retirement law reboots that sought to make retirement planning more workable for the American […]
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Interesting Places For Retirement

Interesting Places For Retirement  Everybody thinks of retirement a little bit differently. Maybe you envision a beachfront, a café with a good novel, or a trip to the nursery to finally get that bicolor butterfly bush you always wanted. Whatever you see, there will always be a practical question beside it. Where is the best place for me to […]
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April 26, 2021

The Taxpayer Bill of Rights - Part 2

The Taxpayer Bill of Rights - Part 2       Last week we started a discussion about the Taxpayer’s Bill of Rights. This is an official IRS document that outlines what taxpayers can expect in the way of fair treatment. The first half of the list focused on elements of the product and the […]
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The Taxpayer Bill of Rights - Part 1

When you open a Self Directed IRA, one of the great side benefits is getting educated about tax law. You find out how retirement benefits work, the ins and outs of Prohibited Transactions, and different applications of filing. What happens, though, when the system breaks down? We’ve all felt general annoyance with the IRS, but […]
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February 23, 2021

Solo 401(k) - New 2020 Deadlines

Tax code can be confusing but that shouldn’t stop you from getting the maximum benefit. Let’s break down a recent tax change involving the new Solo 401(k) deadline and clarify what it means for you. (If you happen to enjoy tax law in all of its glorious complexity, you can check out the original Congressional bill here. Pay particular attention to Sec. 201.) Two Types of Solo 401(k) Contributions The Solo 401(k) is […]
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November 17, 2020

IRA LLC Success Story: Bitcoin Confidence Paid Off

Finding an alternative asset to invest in after establishing your Self-Directed IRA is one thing. Having the unassailable confidence to then go ahead and invest your precious retirement money in it is another. But how about putting $822,800 into a digital, intangible currency instead of investing more conservatively in the stock market? Most would say […]
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January 31, 2020

Checkbook Solo 401(k) Success with BF Client Terry O'Malley

Becoming a thriving Checkbook Solo 401(k) investor does not require years of expertise on the subject. When you find the right company that provides the proper support as you learn, finding success in your self-directed endeavors can come quite easily. Just ask Broad Financial client Terry O’Malley. A B2B salesman, Terry was not familiar with […]
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December 19, 2019

How to Maximize Your Rental Investment Returns

By Gregg Cohen, Co-Founder of JWB Real Estate Capital https://www.broadfinancial.com/wp-content/uploads/2019/12/maximize-rental-returns-1.jpg Plan for a Successful Rental Property ROI Did you know that you can consistently increase your rental investment returns? To do this, your strategy should include a plan for keeping tenants long-term. This often-overlooked element is directly tied to your rental property success. The Real […]
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December 4, 2019

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