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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

10 Tips for Investing in Real Estate with a Self-Directed IRA

Investing in real estate with a Self-Directed IRA offers valuable benefits and the potential to build long-term retirement wealth. Discover 10 practical tips to enhance your real estate investing venture.
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Have Your IRA-Owned Property and Live in it Too

Learn how you can legally transfer an IRA-owned property into your name while preserving tax advantages. Contact Broad Financial today to get started with opening a Self-Directed IRA for real estate and other alternative investments.
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Understanding Checkbook IRA Prohibited Transactions

Learn about prohibited transactions in Checkbook IRAs, including what they are, who they involve, and common examples to avoid. Maintain the integrity of your account with expert insights from Broad Financial.
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April 22, 2025

7 Key Tax Considerations for Self-Directed IRA Investors

Self-Directed IRAs offer freedom and tax advantages, but they also come with important responsibilities. Learn what to consider for contributions, distributions, and compliance to maintain your account’s tax-advantaged status while investing in alternative assets.
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Understanding Individual 401(k) Rollover Rules

Learn the guidelines and benefits of Solo 401(k) rollovers, including inbound and outbound rollovers, tax advantages, and how many 401(k) rollovers are allowed per year. Speak with a specialist at Broad Financial today.
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March 19, 2025

Checkbook Solo 401(k) Setup Process

In this video, we discuss how you can set up a Checkbook Solo 401(k) with Broad Financial. Broad's Solo 401(k) allows self-employed individuals to invest with total checkbook control, incredible asset choice, and higher contribution limits.
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March 14, 2025

Maximizing Retirement Potential with a Real Estate Solo 401(k)

Explore how a Real Estate Solo 401(k) empowers self-employed individuals to invest in properties with tax advantages and high contribution limits. Learn the benefits, rules, and considerations of incorporating real estate into your retirement strategy.
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March 4, 2025

IRS Updates 2025: What to Know About the New Solo 401(k) Contribution Limits

See how much you can contribute to a Solo 401(k) annually as the IRS updates 2025 contribution limits. Learn about the benefits of a Self-Directed Solo 401(k) and contact Broad Financial to open your account today.
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Address:
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Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

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Fridays – 10:00 am – 4:00 pm EST

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