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 2022, people 50 and under can contribute $6,000 in an IRA. The amount individuals over 50 can contribute is $7,000. For SEP IRAs the limit is $61,000.For Solo 401(k)s the limit is $61,000 (under 50) and $67,500 (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: Annual Valuation – At the end of each year, you will be asked for the current value of your […]
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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 $61,000 (or $67,500 […]
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Solo 401(K) Annual Compliance FAQs

What does the Annual Compliance fee include? Plan Amendments as required by the IRS Restatement of Plan Documents per IRS regulation (usually every 5 years) Responding to IRS Compliance Checks Assistance with filing of tax forms 5500-EZ (if required) Guidance regarding investment rules for all forms of alternative investments Guidance on UBIT and UDFI rules […]
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Let's Talk About Self-Directed IRA Fees

  "Big Name Custodian" vs. Broad Financial You never want to describe your Self-Directed IRA fees with a word that starts with the letter “E”: exorbitant…egregious…escalating. These are all words that appear in reviews on the Better Business Bureau website for a big name custodian. I'll refer to them as just that throughout this piece. […]
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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

Address:
One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

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