Speak with a Broad specialist:
(800) 395-5200Schedule a CallSign Up Now
Speak with a Broad specialist:
(800) 395-5200Schedule a CallSign Up Now

Blog

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 […]
Read More >
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 […]
Read More >
March 30, 2022

Can I Rollover my Current IRA into a Solo 401(K)

Rolling an IRA into a 401(k): Is this possible? For some reason, this is one of those questions that has people confused even though the answer is fairly simple. In short, you can definitely rollover an IRA into a Self-Directed Solo 401(k). The reason for this is that the Solo 401(k) is an IRS approved […]
Read More >
March 30, 2022

5 Self Directed IRA Myths

As you begin to explore alternatives to standard stocks and bonds, misinformation springs up which can confuse even the savviest investors. We have found that there are five pervasive myths which prevent people from pursuing the most productive investments. Myth #1 – Self-directed IRAs are confusing and hard to set up. The Truth – While […]
Read More >
March 30, 2022

What kinds of investment control does a Self Directed IRA offer?

A Self Directed IRA offers investment control in three key areas: Asset Choice Transaction Pricing Investment Timing Let’s look at each area individually, and see how the Broad platform differs from some of the more commonly offered plans.  Asset Choice A standard IRA or 401(k) gives an incredibly limited choice of investment assets. Not only […]
Read More >
March 30, 2022

What is UBIT in a Self Directed Real Estate IRA?

UBIT Definition UBIT stands for Unrelated Business Income Tax. This is a tax that applies to the profits of an active business owned by a Self-Directed retirement account. Most investors never run into it, because the types of investments favored by the Self-Directed platform are normally passive in nature and thus are tax deferred, (or […]
Read More >
March 30, 2022

5 Self Directed IRA Mistakes to Avoid

Never apply for a credit card in the name of the LLC. Credit card companies are always looking for new customers, and often mail credit card applications to newly-formed businesses. If you receive a credit card application for the LLC, never fill it out or sign it, because by doing so, you will be issuing a […]
Read More >
March 30, 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 […]
Read More >
March 24, 2022
1 2 3 17

SOCIAL MEDIA

Broad Financial LLC BBB Business Review

Contact Us

Address:
One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

JOIN OUR NEWSLETTER!

Get the latest news and insights on Self-Directed IRAs and Solo 401(k)s right to your inbox.

magnifiermenuchevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram