Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account
Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account


Renovating a Property with a Self Directed IRA

So you’re buying a property with your Self Directed IRA. Once you get past the deal making, the paperwork of purchase, and the tedious talking to attorneys that is almost inevitable[1], then you get to place your paws on the property itself. Obviously you’re not going to be living there, (thank you very much Prohibited […]
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May 12, 2015

Are You Smarter Than a Snuggie?

One of the lesser utilized capacities of a self directed IRA is the ability to put your (obviously) amazing ideas into action. Although it’s true that most self directed investors go the real estate route, there are a number who engage their entrepreneurial spirit and finance a business with their retirement funds. Just as easily, […]
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April 22, 2015

A Lawyer and Banker Walk Into a Bar…

Why do things always get crazy when corporate investors get involved? Take a look at alternative investing. As it’s commonly understood, alternative assets are those investment products which don’t commonly fall under the Wall Street banner. On the individual level these can be great retirement products. With a self-directed IRA, an investor can place her […]
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March 23, 2015

Keep Them 401(k) Doggies Rollin'

It’s generally a given in most industries that movement can produce profit. Whether people, products, or ideas, movement itself creates new venues where money can change hands. This is especially true in the retirement industry. When retirement funds go from “Investment A” to “Investment B”, there is a door standing open with a big sign […]
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February 26, 2015

The Emperor's New Taxes

Well, it’s here again. The country’s biggest sporting event is about to bombard you with targeted advertising, find new and creative ways to separate you from your money, and in general be so in your face that you wouldn’t mind relinquishing it for that root canal that you keep pushing off. Yes, the IRS and […]
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December 24, 2014

Sell-offs, Brain Scans, and Lawyers - Oh My!

Here are some of the latest must-read news items for retirement investors. 1. The Great Market Sell-off As you already know, the beginning of October saw an absolutely epic sell-off on the stock market. If you were not aware of this, you will be when you see your next statement. (If you need a bottle […]
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October 8, 2014

The Perfect Storm for 401(k)s

In the chaotic system that is our weather, we sometimes see all the elements come together to produce an extreme event. According to Wikipedia the phrase was popularized by the title of the bestselling book “The Perfect Storm” by Sebastian Junger. In the storm described there, the three contributing factors were warm air from a […]
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September 11, 2014
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