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

WATCH: How to Use a Traditional IRA, Custodial IRA & Checkbook IRA as a Vehicle for Your Retirement Savings

Brushing up on the basics can never hurt. Learn all the ins-and-outs of investing for your retirement with a Traditional IRA, a Custodial IRA, and a Checkbook IRA. Find out which one is right for your specific needs, as well as all the opportunities each one can provide you. You may be surprised with how […]
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September 26, 2019

Have Your IRA-Owned Property and Live in it Too

First things first: you cannot live in a property that is presently owned by your IRA. That is one of the chief items in the list of actions prohibited by the IRS regarding investing in a Self-Directed IRA. That being said, I promise I did not mislead you with the title of this post. The […]
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September 19, 2019

PODCAST: How to Invest in a Self-Directed IRA

The ins and outs of Self-Directed IRAs and all their accompanying rules can sometimes get too dense to sift through in writing, especially when it's written in complex language. If you're looking for an easily accessible alternative, Broad Financial's own Jeff Astor distilled all that information down into plain English on is recent appearance on […]
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September 11, 2019

The Value of Transparency in a Bitcoin IRA Custodian

*Updated January 17, 2020: We here at Broad Financial are getting many calls from dissatisfied BitcoinIRA, BitGo, and Kingdom Trust clients who are stuck in the middle of the below legal battle between the two companies. Call us today at (800) 395-5200 to get squared away with a Checkbook IRA for Bitcoin and Cryptocurrency investing […]
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August 30, 2019

Free Webinar: Recession Protection with your Checkbook IRA

As you continue to see headlines and articles about a potential upcoming recession, your preparation for this scenario becomes that much more paramount. You saw how it worked out for those who were exclusively tied up in the stock market back in 2008. The damage done to thousands of retirement accounts was catastrophic, but not […]
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August 22, 2019

Four Prohibited Transactions to Understand

The phrase "prohibited transactions" may seem threatening and cause worry among Self-Directed IRA investors seeking to stay out of trouble with the IRS. In reality, it is quite simple and painless to avoid any penalty that comes with a prohibited transaction. The penalty incurred from a prohibited transaction is an immediate distribution of the asset […]
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A Self-Directed IRA is Your Security Against Dow Jones Plunges

The sky, I mean, the Dow is falling. After dropping by 800 points yesterday (the fourth largest single-day drop on record), The Dow Jones Industrial Average is igniting early signs of panic for investors. The gravest warning sign amid the carnage yesterday came from the inverted yield curve in the bond markets. This occurred after […]
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August 15, 2019

Keep-in-Mind Content: 8/9 - 8/15

Welcome to Keep-in-Mind content! We scoured the Internet for useful pieces of news and information that could potentially help you toward your next great investment. It all can start with one tip or point in the right direction, so every week we gather a few links that we think could be of interest to you. […]
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August 15, 2019
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