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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.

Understanding Checkbook IRA Prohibited Transactions

Learn about prohibited transactions in Checkbook IRAs, including what they are, who they involve, and common examples to avoid. Maintain the integrity of your account with expert insights from Broad Financial.
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April 22, 2025

How To Roll Over a 401(k) Into a Checkbook IRA

Learn how to roll over your 401(k) into a Checkbook IRA for greater control over your retirement investments. Explore the steps, benefits, and how this tax-advantaged account enables you to diversify beyond traditional Wall Street assets. Contact Broad Financial today to get started.
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January 7, 2025

Why Choose Broad Financial for Your Checkbook IRA?

Discover how you can gain greater investment control, cost savings, and asset choice with a Broad Financial Checkbook IRA. Schedule a free discovery call today!
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December 4, 2023

IRA LLC vs. IRA Trust: What's the Difference? 

Broad Financial offers two types of Checkbook IRAs: an IRA LLC and an IRA Trust. Watch our video to learn the difference between the two, and which account type is ideal for your alternative investment.
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Building Retirement Wealth Your Way: Advantages of a Checkbook IRA

A Checkbook IRA allows you to invest in alternative assets without the need for a custodian for your everyday transactions. Find out more by reading our blog.
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October 12, 2023

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 7 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 7 easy steps: That’s It! In 2-3 weeks, you’ll have a bank account that you’re […]
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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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Address:
One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

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