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

Custodian vs Checkbook

I didn’t realize I had a choice. Doesn’t every IRA need a custodian? Absolutely. No matter which IRA you choose, it will need to be held by a custodian. Self-directed IRAs are typically held by specialized Self-Directed IRA custodians. So what do you mean by the choice between a Self-Directed IRA Custodian and Checkbook Control? […]
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The 3 Major Advantages of Checkbook Control

First Off, What is Checkbook Control? "Checkbook Control" is the term given to two particular types of Self-Directed retirement accounts: A Self-Directed IRA LLC (i.e. a Checkbook IRA) and a Self-Directed Solo 401(k). This is because having either of these two accounts gives you control over your retirement money as if it were a checking […]
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Checkbook Control - History

Self-directed IRA 1974 – ERISA (Employee Retirement Income Security Act) is enacted, thus enabling the financial product known as the IRA to come into being. 1990s – Responding to consumer pressure for investment choice in their IRAs, a number of trust companies that allow for self-direction enter the IRA arena. 1996 – Previously, James Swanson […]
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Real Estate IRA Rules: How Investing in Real Estate With Your IRA or 401k Works

Investing in Real Estate with a Self-Directed IRA In the world of alternative investments, real estate is the most popular investment in a Self-Directed IRA. People who have acquired an expertise in real estate feel comfortable making their money in that space rather than the stock market, which usually feels like more of a gamble […]
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Real Estate IRA

Are you ready to access the full spectrum of real estate? With your Real Estate IRA you can invest in almost every available real estate product. Produce a steady return by investing in rental properties, play the market by purchasing a strategic retirement home, or strike it big by attaining a foreclosure at auction. The […]
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IRA LLC

What’s the difference between a standard Self-Directed IRA and a Self-Directed IRA with a LLC? A standard Self-Directed IRA limits your investment choices to Wall Street products. A Self-Directed IRA with a LLC allows you to invest your retirement funds in many different asset classes, and it makes it incredibly easy to do so. What […]
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Real Estate 401k

Take advantage of our premium investment tools to create your own retirement prosperity. Checkbook Control: Place investments by simply signing a check. No need to wait for lengthy transfer procedures. Investment Authority: You make all the investment decisions. Decide with your checkbook what to invest in, who to invest with, and when to place the […]
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Bitcoin Retirement Q&A

What is Bitcoin? Bitcoin is a digital currency that functions in the same way as standard currency. You can buy goods and services with it, and accept it as payment in kind. It is stored in a digital wallet which comes in the form of a program or mobile app. How does Bitcoin work? If […]
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