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

Broad Financial's Disclaimer

Disclaimer – Broad Financial LLC does not provide legal, tax, or investment advice. Please consult with your tax or legal advisor before making investment decisions.
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Welcome to the Ultimate IRA Trust

Thanks for your inquiry looking for information about our self-directed IRA. If it is not too much, please confirm that you received this.Below is a great summary and attached are supporting attachments to review The Ultimate IRA Trust®.Can I ask what you are looking to invest in? Either way, feel free to set up a […]
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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

What is UBIT?

You may have heard the term UBIT, but you’re not sure what it means, and if it will apply to your investment.   What is UBIT?  UBIT, which stands for “Unrelated Business Income Tax,” is a tax that is charged for running an active business as part of your tax-advantaged retirement account.    When does UBIT Apply?  […]
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September 30, 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

The Power of the Bitcoin Roth IRA

After researching and deliberating, you’ve decided you want to invest your IRA money into bitcoin. That’s great to hear, but have you considered doing so in a Roth IRA? Most people have heard of the Roth, but fewer know what it is. In short, there are two types of IRAs. The first is a traditional IRA. […]
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June 21, 2022
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Montvale, NJ 07645

Phone: (800) 395-5200

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