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

Checkbook Control

One of the best features of a Checkbook IRA is having total control of your investment decisions. Checkbook Control gives you the 3 C’s: (1) have Control of your investment decisions (2) lower your Cost by avoiding transaction and asset-based fees (3) enjoy the freedom to Choose almost any asset. Explore how you can benefit from a Self Directed IRA with Checkbook Control.

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

Self Directed IRA: Investing with True Diversification

How does a Self Directed IRA facilitate true diversification? When financial advisors talk about diversifying your IRA, they usually mean some notion of investing in a variety of market related products. These products can take the form of different stocks, bonds, mutual funds, etc. True diversification, though, extends beyond the stock market and its sister […]
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CPAS CFPS

Checkbook Control What makes the Broad platform unique is the feature of Checkbook Control. Standard IRA accounts or Solo 401k plans give your client a very limited scope of investments. Even if you want to help your client diversify, a third-party account will frustrate you at every turn. Checkbook Control allows you unprecedented choice and […]
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February 15, 2022

Disadvantages of a Self-Directed IRA Without Checkbook Control

Don’t Put Yourself at a Disadvantage There are many Self-Directed IRA companies out there that don’t additionally offer a Checkbook plan as an option. This can lead you to be saddled with a plan that is not the best fit for you based on the type of alternative investments in which you are involved. Though […]
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February 7, 2022

Contact Us

Address:
One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

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