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

Solo 401(k) vs. Traditional IRA: Which Retirement Plan Best Fits Your Goals?

Learn the key differences between Solo 401(k) plans and Traditional IRAs. Explore how self-directed options open up new opportunities for retirement investing. Contact Broad Financial today to start investing your way.
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February 11, 2025

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

Solo 401(k) Success Story: Diversifying Beyond Wall Street with Broad Financial

Learn how a self-employed entrepreneur diversified his retirement portfolio by rolling over his IRA into a Broad Financial Self-Directed Solo 401(k). Schedule a call today to learn more about our Self-Directed Solo 401(k).
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December 17, 2024

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

Bitcoin Surge: Is Now the Time to Consider Growing Your Retirement with Crypto?

Various dynamics have caused a Bitcoin surge, motivating investors to plunge headfirst into digital currency. Is now the opportunity to consider growing your retirement with crypto? Let’s examine how and why this rise occurred.
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November 25, 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

What Are the Pros and Cons of Using a Self-Directed IRA To Invest in Real Estate? 

Read about the benefits and considerations of investing in real estate with a Self-Directed IRA. Explore if this strategy aligns with your financial goals and see how Broad Financial’s Checkbook IRA can enhance your investment experience.
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October 15, 2024
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Phone: (800) 395-5200

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