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 […]
Read More >

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 […]
Read More >

Solo 401k Contribution Calculator

Source of income: Sole proprietor or single member LLC Corporation or LLC taxed as a corporation Age: 49 or younger 50 or older Contribution For Tax Year: 2024 2023 Income: Contribution Limit: This calculator is provided as a tool to help with calculating maximum contribution limits. Broad Financial does not guarantee its accuracy. We recommend […]
Read More >

IRS Rules and Regulations for Self-Directed IRAs

Understanding the rules for Self-Directed IRA investing is essential to ensure that you don't end up in hot water with the IRS. Schedule a call with a Broad Financial Specialist today to learn more.
Read More >

How To Manage Property Owned by Your IRA

When you own real estate through your IRA, you need to follow a strict set of legal rules regarding how you can interact with the property. Learn more about IRA property management from the IRA Specialists at Broad Financial.
Read More >

What is a Self-Directed IRA?

A Self-Directed IRA is an account that allows for alternative investments not available with standard retirement platforms, like brokerage accounts offered by Fidelity, Charles Schwab, or TD Ameritrade.
Read More >

How to Invest in Real Estate With an IRA

By using an IRA to invest in real estate, you can take advantage of a potentially booming market and bulk up your retirement nest egg. Learn about setting up a Self-Directed IRA for real estate investing and take the reins of your financial future!
Read More >

Private Business

First private, and then public. That’s the dream, right? Your old college roommate is starting a killer new app that’s going to revolutionize the way humanity interacts with the internet and turn the digital revolution on its head. Get in now, and in a few years your stock options will be so overwhelmingly huge, the […]
Read More >

Contact Us

Address:
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

JOIN OUR NEWSLETTER!

Get the latest news and insights on Self-Directed IRAs and Solo 401(k)s right to your inbox.
Sign Up For Newsletter

magnifiermenuchevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram