Speak with a Broad specialist:
(800) 395-5200Schedule a CallSign Up Now
Speak with a Broad specialist:
(800) 395-5200Schedule a CallSign Up Now

Cryptocurrency

Although digital assets are a relatively new asset class, interest is running high, especially among crypto and internet-savvy investors. Find out about how you can take advantage of the unique opportunity to invest your retirement funds in cryptocurrency so you can diversify your portfolio and potentially reap substantial returns.

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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August 12, 2019

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 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 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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August 12, 2019

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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August 12, 2019

Bitcoin IRA

The Ultimate IRA Bitcoin/Cryptocurrency AdvantageInvest in cryptocurrency within your IRA with no strings attached. The Right Price – At A Flat Rate! Bitcoin IRA providers charge outrageous transaction fees (up to 15% of your portfolio!). Broad’s single flat charge takes care of everything – once you are using our platform you can use your IRA […]
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Welcome to Broad Financial

Thank you for reaching out to learn about Self-Directed IRAs. My name is Jeff Astor and I am a Senior Account Specialist at Broad Financial as well as the author of The Self Directed IRA Guide. I have the experience and background to direct you to the best plan for your investment. Schedule a call with me to discuss […]
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August 12, 2019

Bitcoin Ultimate IRA

The Ultimate IRA Bitcoin/Cryptocurrency AdvantagePurchase cryptocurrency within your IRA with no strings attached. The Right Price – At A Flat Rate! Bitcoin IRA providers charge outrageous transaction fees (up to 15% of your portfolio!). Broad’s single flat charge takes care of everything – once you are using our platform you can use your IRA for […]
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Address:
One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

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