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

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

The Ultimate Self Employed 401(k)

A self-employed 401(k) is an investment option that helps the self-employed individual save for retirement. This type of plan may also be called an individual 401(k), solo 401(k), solo k, or uni-k. Self-employed 401(k) plans are available as both Traditional and Roth IRAs. Is a Self-Employed 401(k) Right for Me? A self-employed 401(k) is a […]
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June 6, 2022

Complimentary Expedited Processing for your Self-Directed IRA

Take advantage of Broad Financial’s Complimentary Expedited Processing promotion! Pay in full when setting up your account and enjoy the following benefits: Receive “Rush Service” in the creation of your IRA LLC as well as overnight delivery service of your informational binder. Rush Service means that Broad Financial will initiate the creation of your IRA […]
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June 6, 2022

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

Summary and Key Points  There are both pros and cons to investing in real estate with a Self Directed IRA. Pros include asset control, better diversification, and potentially high ROI. Cons include liquidity concerns, time commitment, and loss of property tax benefits. For any real estate investment, calculating the various profit scenarios will help determine […]
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April 26, 2022

2022 Tax Tips from the IRS 

Tax season is in full swing, and the deadline is swiftly approaching. As you begin to finalize your filings, we compiled a few important IRS tax tips and reminders that may affect your tax preparation. If you’re interested in learning more, feel free to check out the IRS Newsroom and IRS Tax Tip Archive.   IRS […]
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How We Set Up Your Checkbook IRA LLC in 7 Easy Steps

It’s Easier Than You May Think to Set Up and Establish a Self-Directed IRA with Checkbook Control with Broad Financial We make the process as simple and as fast as possible: Here’s how we create your Checkbook IRA LLC in 7 easy steps: That’s It! In 2-3 weeks, you’ll have a bank account that you’re […]
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March 30, 2022

Contribution Limits

As of 2023, people 50 and under can contribute $6,500 in an IRA. The amount individuals over 50 can contribute is $7,500. The limit for SEP IRAs is $66,000.For Solo 401(k)s the limit is $66,000 (under 50) and $73,500 (over 50). Whether you’re permitted to contribute the maximum, though, will be determined by your self-employment […]
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Checkbook Control IRA Advantages

First Off, What is Checkbook Control? “Checkbook Control” is the term given to two particular types of Self-Directed retirement accounts: A Self-Directed IRA LLC (i.e. a Checkbook IRA) and a Self-Directed Solo 401(k). This is because having either of these two accounts gives you control over your retirement money as if it were a checking […]
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March 30, 2022
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