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

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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Basic Retirement Planning Resources

Everyone knows they should plan for retirement, and the sooner the better, but it’s difficult to know how and where to start. Who do you trust with your financial future? What investments are right for your unique situation? Then, whether you plan for decades or months, when retirement finally starts—what do you do? The right […]
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Self-Directed IRA Information and Resources

Self-directed IRAs can help you save for retirement with a variety of flexible investment options. These are great options for people who want a managed retirement portfolio, but have the knowledge to choose their own investments. Self-directed IRAs are powerful investment tools, but they’re not for everyone. Unfortunately, recent growth in their popularity has led […]
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Solo 401(k) Information and Resources

A Solo 401(k) offers many of the same benefits as a self-directed IRA, but with other unique 401(k) benefits and features. If you have at least some self-employed income, you won’t want to overlook this retirement platform. Solo 401(k)s are especially popular with professionals who have the insight to invest and grow their own retirement […]
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Types of Solo 401(k)s

A Solo 401(k)—also known as a self-directed 401(k), a self-employed 401(k), or an individual 401(k)—is an individual retirement account that allows the self-employed investor to enjoy the financial benefits of a 401(k), and to use his or her expertise to secure and grow a retirement account. Self-directed 401(k)s give self-employed individuals access to assets not […]
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Types of Self-Directed IRAs

With the ability to invest in assets beyond public stocks and bonds, a self-directed IRA lets you put your unique knowledge and experience to work for your retirement portfolio. Take control of your account and diversify your investments with a much wider variety of venture options, while still having the support of a registered custodian. […]
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Can You Rollover A Current IRA into a Solo 401k?

Rolling an IRA into a 401(k): Is this possible? For some reason, this is one of those questions that has people confused even though the answer is fairly simple. In short, you can definitely rollover an IRA into a Self-Directed Solo 401(k). The reason for this is that the Solo 401(k) is an IRS approved […]
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Address:
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Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

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