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

Qualified Charitable Distribution: How To Reduce Your Taxes by Donating to Charity

A qualified charitable distribution is a tax-advantaged way to donate to a qualified charity and may lower your RMDs and taxable income. Broad Financial’s process to complete a qualified charitable distribution is simple so you can easily achieve tax savings for a good cause!
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November 10, 2022

The Future of Crypto & Investing with a Self-Directed Crypto IRA

Cryptocurrency is a popular, yet volatile asset that can be used to diversify your Crypto IRA retirement account. Enjoy tax advantages, a diversification strategy, and possible substantial investment growth.
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October 4, 2022

Are You Planning for the Longest Vacation of Your Life - Retirement?

It is surprising that many Americans plan more for their summer vacation than their retirement. Retirements accounts, like the Self Directed Checkbook IRA, were created to encourage people to save for their future. To achieve your goals and have the retirement of your dreams, you must research, plan, and budget for your future.
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August 24, 2022

Interest Rate Increase 2022 and What Retirement Moves To Make

It is no secret that the inflation rate has been soaring recently, accelerating to 8.6% in May 2022 (the highest rate since December 1981), according to the U.S. Bureau of Labor Statistics. Americans have seen an increase in the price of energy (gasoline, electricity, natural gas), food, shelter, airline fares, automobiles, and more. In order to […]
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July 6, 2022

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