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

Blog

Can I Roll an IRA Into a Solo 401(k)?

Learn the benefits of rolling an IRA into a Solo 401(k) and the steps to complete a rollover. Contact Broad Financial to open a Self-Directed Solo 401(k) in just a few easy steps.
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January 21, 2025

How To Roll Over a 401(k) Into a Checkbook IRA

Learn how to roll over your 401(k) into a Checkbook IRA for greater control over your retirement investments. Explore the steps, benefits, and how this tax-advantaged account enables you to diversify beyond traditional Wall Street assets. Contact Broad Financial today to get started.
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January 7, 2025

Can I Buy Real Estate Using Retirement Funds?

Learn the benefits, tax advantages, and flexibility of holding rental, commercial, or undeveloped property in a Self-Directed IRA. Contact Broad Financial today to open your account today.
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December 3, 2024

Retirement Planning: How an SDIRA with Checkbook Control Empowers You

Learn how a Self-Directed IRA with Checkbook Control offers greater flexibility, speed, and autonomy in retirement planning. Gain control over your financial future with Broad Financial today.
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November 5, 2024

Investing in Raw Land with a Self-Directed IRA

Investing in raw land with a Self-Directed IRA can be an intriguing way to diversify your retirement portfolio while receiving tax advantages. See how Broad Financial’s Checkbook IRA can offer enhanced control and flexibility for managing your raw land investments efficiently.
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September 3, 2024

7 Popular Self-Directed Solo 401(k) Investments

Investments available for Solo 401(k) owners include real estate, private placements, and more. Contact Broad Financial to learn about the options for self-employed individuals and small business owners.
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August 6, 2024

Using a Self-Directed IRA to Mitigate Capital Gains Tax

Self-Directed IRAs can help you avoid capital gains taxes and enable you to reinvest funds that might have otherwise gone to taxes. Learn more about setting up a Self-Directed Checkbook IRA or Self-Directed Solo 401(k) at Broad Financial.
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Everything You Need to Know About Opening a Self-Directed Roth IRA with Checkbook Control

When you open a Self-Directed Roth IRA with Checkbook Control, you gain flexibility in your retirement investing. Contact the SDIRA Specialists at Broad Financial to learn more.
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June 4, 2024
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