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

Trading Accounts

Many clients at Broad open self-directed accounts in order to take their retirement further with real estate and other alternative assets. However, that doesn’t mean that standard investment products (like stocks and bonds) are no longer an option. Just the opposite in fact. Many popular stock trading platforms can be accessed with the LLC of […]
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Understanding Asset Protection Limitations Within Your Self-Directed IRA and Solo 401(k)

Do Personal Financial Problems Put My Retirement Fund Assets at Risk? When you take a look at the news in the last few years, you regularly come across terms like “economic meltdown”, “recession”, “financial crisis”, and a whole suite of other words that make the typical consumer cringe. Many of us can personally relate. Every […]
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Individual 401k Contribution Calculator

When using the calculator, please do not put commas in the "Income" field. Income: Plan Year: 20222021 Age: 49 or younger 50 or older Source of income: Sole proprietor or single member LLC Corporation or LLC taxed as a corporation Contribution Limit: This calculator is provided as a tool to help with calculating maximum contribution […]
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IRS Rules and Regulations

The IRS rules and regulations for a Self-Directed IRA are the same as those for a standard IRA. The IRS doesn’t draw any distinctions between the two platforms as they both function in the exact same way. Both are tax deferred accounts available to American workers looking to save for retirement. That being said, it […]
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How To Manage Property Owned by Your IRA

Self-Directed investors are familiar with the concept of Prohibited Transactions – a set of restrictions which define how the investor may interact with his/her property. The obvious ones are easy: Don’t live in it Don’t let linear relatives provide paid services Don’t pay for upkeep out of your own pocket. On the flip side, Self-Directed […]
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What is a Self Directed IRA?

So, what is a Self Directed IRA? A Self Directed IRA is a retirement account that allows for alternative investments not available in traditional retirement platforms, like brokerage accounts offered by Fidelity, Charles Schwab, or TD Ameritrade. Let's start at the beginning: The History of the IRA and Why Brokerages Limit Their Investment Options Before […]
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How to Buy Real Estate with an IRA

There are a number of ways in which an investor can buy real estate with an IRA. The best choice for you will depend on your unique goals. Standard IRAs and REITs The most common means of purchasing real estate with an IRA is via a Real Estate Investment Trust, or REIT. A REIT is […]
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Self-Directed IRA vs. Solo 401(k)

What are the Differences Between a Self-Directed IRA and Solo 401(k)? What Are the Qualifications? Self Directed IRA Solo 401(k) Who can open this account? Any working or retired person. Must be self-employed without any full-time employees. Maximum annual contributions (2022) Age<50 = $6,000 Age > 50 = $7,000 Sep IRA = $61,000 Age<50 = $61,000 […]
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Contact Us

Address:
One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

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