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

Broad Financial's Disclaimer

Disclaimer – Broad Financial LLC does not provide legal, tax, or investment advice. Please consult with your tax or legal advisor before making investment decisions.
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Welcome to the Ultimate IRA Trust

Thanks for your inquiry looking for information about our self-directed IRA. If it is not too much, please confirm that you received this.Below is a great summary and attached are supporting attachments to review The Ultimate IRA Trust®.Can I ask what you are looking to invest in? Either way, feel free to set up a […]
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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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Contact Us

One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

Mondays – Thursdays: 8:00 am – 6:00 pm EST
Fridays – 10:00 am – 4:00 pm EST


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