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

Account Maintenance

As with any type of account, a Checkbook IRA requires several tasks to be completed to upkeep your account. Learn how to can keep your retirement account on track.

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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Self Directed IRA Fees Breakdown

Let’s take a look at what kind of fees retirement accounts often have to pay, and how Broad’s Checkbook Control model is able to eliminate a great many of them. Standard IRA Fees If you have your retirement money invested with a standard IRA provider, than your account could be subject to a large selection […]
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Annual Maintenance

Annual Reporting – The IRS requires that the custodian track and report all contributions to and distributions from the IRA, as well as the annual value of the IRA’s assets. These filings are done with three simple forms:
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March 30, 2022

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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Solo 401(K) Annual Compliance FAQs

What does the Annual Compliance fee include? Do I need to update my Plan? Yes, you do.  All Qualified Retirement Plans must be updated on a regular basis.  This is because the lawmakers in Washington are constantly changing retirement law.  The Plan Amendments that we send you keep your Solo 401k Plan compliant with the […]
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Self-Directed IRA Fees: Everything You Need to Know

Broad Financial has a straightforward, flat fee structure that can save you money on your Self-Directed IRA. Learn more by reading our latest blog.
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The 5 Biggest Problems People Face When Choosing a Self-Directed IRA

Although Self-Directed IRAs and Solo 401(k)s are one of the best wealth-generating platforms available, many people make mistakes when choosing a Self-Directed IRA platform or company. You need to weigh the pros and cons of each kind of plan, and get a true understanding of how each plan works so you can choose the best […]
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March 26, 2019

Contact Us

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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