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 Real Deal Ep. 1: The Process of a Purchase

Welcome to The Real Deal, a series of investing stories and suggestions from veteran real estate investor Allan Szlafrok. The incredible highs, the frustrating lows, and everything in between...Allan has experienced it all and possesses the knowledge and expertise to help you become as successful as possible! https://www.broadfinancial.com/wp-content/uploads/2019/12/The-Real-Deal-image-1.jpg Are you enamored by the idea of […]
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December 4, 2019

3 Reasons People Are Investing In New Construction Rentals

By Gregg Cohen, Founder of JWB Real Estate Capital While the thought of a new construction rental may not be your stereotypical rental investment, it’s become a top method many investors have been exploring. Surprised? Let’s talk about why. For years it just didn’t make sense to build new construction rental properties. The numbers only […]
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November 4, 2019

Self-Directed IRA Recommendation Tool

Based on your investment strategy, let's find which plan's fee structure offers you the best value: We Offer Both Types of Self-Directed IRAs: [supsystic-price-table id=8] [supsystic-price-table id=9] [supsystic-price-table id=10]
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October 8, 2019

The Legality of Our Ultimate IRA

https://www.broadfinancial.com/wp-content/uploads/2019/09/clipart49848-e1569602104914.png 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 […]
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WATCH: How to Use a Traditional IRA, Custodial IRA & Checkbook IRA as a Vehicle for Your Retirement Savings

Brushing up on the basics can never hurt. Learn all the ins-and-outs of investing for your retirement with a Traditional IRA, a Custodial IRA, and a Checkbook IRA. Find out which one is right for your specific needs, as well as all the opportunities each one can provide you. You may be surprised with how […]
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September 26, 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 […]
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September 19, 2019

PODCAST: How to Invest in a Self-Directed IRA

The ins and outs of Self-Directed IRAs and all their accompanying rules can sometimes get too dense to sift through in writing, especially when it's written in complex language. If you're looking for an easily accessible alternative, Broad Financial's own Jeff Astor distilled all that information down into plain English on is recent appearance on […]
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September 11, 2019

The Value of Transparency in a Bitcoin IRA Custodian

*Updated January 17, 2020: We here at Broad Financial are getting many calls from dissatisfied BitcoinIRA, BitGo, and Kingdom Trust clients who are stuck in the middle of the below legal battle between the two companies. Call us today at (800) 395-5200 to get squared away with a Checkbook IRA for Bitcoin and Cryptocurrency investing […]
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August 30, 2019

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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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