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


The third secret – Control

3. Control The third secret is checkbook control, which is another aspect of a “flat rate” plan is. (Sometimes it’s called a checkbook IRA or an IRA LLC.) The main attraction of such a plan is that you are in control. Your money ends up in a bank of your choice, not in the hands of […]
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August 12, 2019

The Potential of Roth Money

As most know, there are two types of IRAs. Most people have is what’s called a traditional IRA or a tax-deferred IRA. There are no capital gain taxes in an IRA. However, with a traditional IRA, you will eventually pay the taxman. You may not do it until you're 72, when you are required to, […]
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January 16, 2019

The Bigger They Are...

By Jacob Markowitz Diversity. It’s the term we at Broad Financial have been preaching over and over again, and we’ll continue to do so until we’re red in the face and our voices give out. Once again, we were recently shown why it is so imperative to not put our faith solely in the stock […]
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January 9, 2019

2018: Year in Review

By Jacob Markowitz 2018 provided no shortage of memorable moments. Facebook took hit after hit for its handling of user data, a Royal Wedding took place in England, there was an historic nuclear summit in North Korea, a Mars Rover took the Red Planet’s first Selfie, and a Supreme Court nomination process gripped the nation. […]
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December 26, 2018

The Gift of Diversity

By Jacob Markowitz According to a Gallup poll conducted in October, American adults will spend an average of $885 on gifts this holiday season (roughly the same price of the world’s most expensive cupcake sold in 2014 – just saying). We imagine many of you have already gone to the mall and picked out the […]
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December 21, 2018

What You Need To Know About Real Estate IRA Investing

Self-Directed IRAs with Real Estate: The Process Broad Financial makes it safe and simple for you to purchase Real Estate with your Self-Directed IRA and 401k funds. Here’s how it works: When you set up your Self-Directed IRA or Solo 401k, you’ll also be opening an accompanying checking account at the bank of your choice. […]
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November 29, 2018

Why Bitcoin and Crypto Have No Future

By Brian Boisier Ok, full disclosure here.  I am the Marketing Director here at Broad Financial.  But one of the first things I did when I was hired in May was open my own Self-Directed IRA, and invest in Bitcoin on itBit.  I did this for two reasons: Before I was hired by Broad Financial, […]
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October 24, 2018

Bring On The Next Recession

By Brian Boisier If you’re like me, you were getting fed up with logging in to your IRA or 401(k) online portal to find that you’ve actually had a -1% loss over the last month. Or worse, not even having the heart to log in and check balances after reading headlines such as these in […]
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October 23, 2018
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Phone: (800) 395-5200

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