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 IRA

If you are investing in an alternative asset that has many transactions, a Checkbook IRA can be beneficial. With Broad Financial’s Checkbook IRA you control all investment decisions, save money by avoiding transaction and asset-based fees, and have the freedom to invest in the asset of your choice. Learn more about Checkbook IRA advantages, set up process, and more to see if this is the right account type for you.

Are You Planning for the Longest Vacation of Your Life - Retirement?

It is surprising that many Americans plan more for their summer vacation than their retirement. Retirements accounts, like the Self Directed Checkbook IRA, were created to encourage people to save for their future. To achieve your goals and have the retirement of your dreams, you must research, plan, and budget for your future.
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August 24, 2022

How We Set Up Your Checkbook IRA LLC in 6 Easy Steps

It’s Easier Than You May Think to Set Up and Establish a Self Directed IRA with Checkbook Control with Broad Financial We make the process as simple and as fast as possible: Here’s how we create your Checkbook IRA LLC in 6 easy steps: Fill out our one-page application. After you complete the application, we’ll email you […]
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March 30, 2022

FAQs - Roth & Traditional IRAs

What is a Self-Directed IRA? A Self-Directed IRA (or SD IRA) is an account that gives you the ability to use your retirement funds to invest in “alternative investments,” i.e. investments off Wall Street (not just stocks, bonds, and mutual funds). The most common alternative investment is real estate. What else can I invest in? Everything but […]
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IRAs Made Simple

Saving for retirement is a very important thing. There are many different options available to help make saving an easier process. With all of the terms and different plans out there, it’s difficult to understand which plan is best; or even what each plan does exactly. IRAs are just one of the plans a person […]
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Bitcoin IRA Resources

Many people have never heard of self-directed IRAs. The few that have are usually only familiar with one type: a custodial self-directed IRA. In this model, a third party (the “custodian”) holds your cash and assets, and keeps control over them. The companies offering these kinds of IRAs typically make their money by charging asset-based […]
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Bitcoin IRA Resources

Getting Started with Bitcoin and a Checkbook IRA Many people have never heard of self-directed IRAs. The few that have are usually only familiar with one type: a custodial self-directed IRA. In this model, a third party (the “custodian”) holds your cash and assets, and keeps control over them. The companies offering these kinds of […]
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WATCH: How to Use a Traditional IRA, Custodial IRA & Checkbook IRA as a Vehicle for Your Retirement Savings

Brushing up on the basics can never hurt. Learn all the ins-and-outs of investing for your retirement with a Traditional IRA, a Custodial IRA, and a Checkbook IRA. Find out which one is right for your specific needs, as well as all the opportunities each one can provide you. You may be surprised with how […]
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September 26, 2019

Free Webinar: Recession Protection with your Checkbook IRA

https://www.broadfinancial.com/wp-content/uploads/2019/08/bear_market_shutterstock_271816790-5bfc3afa46e0fb00265ff95c-e1566413317419.jpg As you continue to see headlines and articles about a potential upcoming recession, your preparation for this scenario becomes that much more paramount. You saw how it worked out for those who were exclusively tied up in the stock market back in 2008. The damage done to thousands of retirement accounts was catastrophic, but […]
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August 22, 2019

Contact Us

Address:
One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

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