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

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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Self-Directed IRA & Solo 401(k) Contribution Limits

Find out what the Solo 401(k) and Self-Directed IRA contribution limits are to maximize your investments. Then, contact a Broad Financial Specialist to open an account today.
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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

If you have some self-employment income, you should look into Solo 401(k) information to determine if this is a retirement platform you're interested in investing with to grow your savings.
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What Can You Invest in with a Solo 401(k)?

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