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.

The fifth secret – No Capital Gains Taxes

5. No Capital Gains Taxes The fifth secret is not as good as the fourth secret, using Roth money to invest in cryptos, but it’s an important secret nonetheless. There are several valid reasons why people don’t convert their retirement money to Roth money. One is that if you make too money, the IRS doesn’t […]
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The fourth secret – Roth Money

4. Roth Money The fourth secret is Roth money. There are two types of IRAs. Most people have what is 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 do it at 72, when […]
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The second secret – A “Flat Rate” Plan

2. Flat Rate Plan The second secret is a “flat rate” plan IRA (or 401k). There are two fundamentally different types of self-directed IRAs: a custodial and checkbook. In the custodial model, the custodian holds your money, and since they hold your money, they can charge asset- based fees or transaction fees. An asset-based fee […]
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The first secret – the self-directed IRA

1. The self-directed IRA First secret is something called the self-directed IRA. If you’ve never heard of it, it’s not surprising. Ninety-eight percent of the approximately $20 trillion that Americans have in retirement money are in regular non-self-directed accounts. Their money may be at any of the big brokerages (e.g. Schwab, Fidelity, eTrade, TD Ameritrade) […]
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The Most Overlooked Aspect of a Self-Directed IRA Plan

After all the research you’ve conducted into Self-Directed IRA plans, you’re almost there — but possibly still missing one key factor to make your decision choosing the right Self-Directed company. Obviously, understanding each company’s fees is very important. Also important is whether or not the company offers Checkbook Control. But there’s something during this process that […]
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July 25, 2019

Our Bitcoin IRA Reviews and Testimonials

For feedback of our sister company, you can check out Madison Trust reviews and testimonials.
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Connecting Your Future to Your Present

By Brian Boisier Here at Broad Financial, we're often asked to describe what we do, since Self-Directed IRAs are such a little known commodity in the retirement investing spectrum. And the description I keep coming back to is: We are enablers.  And no, not the kind of enablers you might be thinking of.  Enablers in […]
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March 20, 2019

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Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200


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