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

My Experience Buying Bitcoin in an IRA

One of our most successful "marketing campaigns" is one we never paid for or even did. It's a post by a client on Reddit. This client, whose name we don't even know (he uses an alias on Reddit), compared us, Broad Financial, to Bitcoin IRA. He goes into detail about each side and concludes that […]
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March 24, 2022

Bitcoin IRA Resources

Getting Started with Bitcoin and a Checkbook IRA Many people have never heard of self-directed IRAs. The few that have are usually only familiar with one type: a custodial self-directed IRA. In this model, a third party (the “custodian”) holds your cash and assets, and keeps control over them. The companies offering these kinds of […]
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Broad's 14-Day, Money-Back Guarantee

All of Broad Financial's Products Come With a 14-Day, Money-Back Guarantee We pride ourselves on customer satisfaction. If for any reason you are dissatisfied with Broad's services or products, including the Ultimate IRA or Solo 401(k), we will refund your order up to 14 days after you apply. You can activate our return policy by […]
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March 24, 2022

Annual Maintenance for Your Solo 401(k)

Your Solo 401(k) is a powerful investment tool especially because of it’s ease-of-use, but that doesn’t mean it’s totally free from necessary maintenance tasks. Here’s a look at some annual maintenance your account still needs. (Please click HERE for this year’s contribution limits.) Annual Contributions – the annual Solo 401(k) contribution limit is currently $69,000 (or $76,500 […]
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Bitcoin Ultimate IRA

Full Flexibility YOU choose the exchange (or don’t use an exchange at all). YOU hold the key (or use a service provider of your choice). You can even invest your gains in other assets of your choice. The Best IRA (or Solo 401K) Bitcoin provider out there! Broad allows Bitcoin investors to take full control of their […]
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March 19, 2022

Why Should I Open a Self Directed Solo 401(k)?

If you are a one-person business operator, freelancer, or independent contractor, planning for retirement may seem like a daunting task since you are not provided with an employer sponsored plan. Luckily, self-employed individuals have several options to save for retirement and enjoy the same tax benefits. When deciding on a retirement account, the fee structure, […]
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March 17, 2022

Welcome to Broad Financial's Solo 401(k)

Thank you for reaching out to learn about a self-directed Solo 401(k). My name is Jeff Astor and I am a Senior Account Specialist at Broad Financial as well as the author of The Self Directed IRA Guide. I have the experience and background to direct you to the best plan for your investment.  Schedule a call with […]
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February 19, 2022

The Ultimate Defined Benefit Plan for Small Business

What is a Defined Benefit Plan?A Defined Benefit Plan is a specialized type of retirement plan that offers set benefits upon retirement. It differs from traditional plans in the fact that the benefits are not determined by investment returns, but rather by factors such as salary history and duration of employment. How does a Defined […]
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February 16, 2022
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Contact Us

Address:
One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

Mondays – Thursdays: 8:00 am – 6:00 pm EST
Fridays – 10:00 am – 4:00 pm EST

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