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

Education and Information Center

Free Webinars

All of Broad Financial's Webinars, Both Upcoming and Replays Available On-Demand:  Real Estate in Your IRA in Uncertain Times As our lives are changing and more uncertain than ever, more people are looking to in alternative assets. Join us as we discuss how investors use their retirement funds to invest in all types of real […]
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Self-Directed IRA FAQs

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. Get more details about what a Self-Directed […]
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How Long Does It Take To Set Up A Self-Directed Cryptocurrency Account?

Due to the volatile nature of Bitcoin and the vast majority of coins in the crypto space, one of the questions our specialists get asked the most is "How long does it take to set up a crypto account?" There are few variables that go into this, which we discuss below in an effort to […]
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A Redditor's Experience Investing in Bitcoin in an IRA

One of our most successful "marketing campaigns" is one we never paid for or even did. It's a post by a client on Reddit. This client, whose name we don't even know (he uses an alias on Reddit), compared us, Broad Financial, to Bitcoin IRA. He goes into detail about each side and concludes that […]
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10 Checkbook Control IRA/401k Truths You Need To Know

Summary and Key Points  Checkbook IRAs are legal and safe. Checkbook IRA facilitators help you set up your IRA LLC, but do not provide any legal advice. Checkbook IRAs give you the freedom and control to invest in almost any asset in real-time. Introduction Did you know the arena of self-directed retirement investing has recently […]
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IRA & Solo 401(k) Contribution Limits

As of 2022, people 50 and under can contribute $6,000 in an IRA. The amount individuals over 50 can contribute is $7,000. For SEP IRAs the limit is $61,000. For Solo 401(k)s the limit is $61,000 (under 50) and $67,500 (over 50). Whether you're permitted to contribute the maximum, though, will be determined by your […]
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Bitcoin and Any Cryptocurrency in Your IRA or 401(k)

Bitcoin in Your IRA Since the crypto craze of 2017, our phones at Broad Financial have been ringing off the hook. People want to know: “Can I use my IRA or 401k to invest in Bitcoin and other cryptocurrencies?” And the answer is: “YES!” 15 Reasons Ours is ABSOLUTELY the Best Bitcoin IRA Low FLAT […]
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Contact Us

Address:
One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

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