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

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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Investing Your Self-Directed IRA in Real Estate: Rules, Benefits, and Procedures

When you invest your Self-Directed IRA in real estate, the rules you need to follow are fairly simple. Learn more about the process of buying real estate with an IRA from Broad Financial today.
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Real Estate Retirement Investing Advantages and Platforms

Real Estate Retirement Advantages Retiring with real estate is an excellent direction for those who have a feel for the local property market, or as an alternative for standard Wall Street assets. When you invest your IRA or 401(k) in real estate, you’ll find a number of financial advantages that aren’t present in other asset […]
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Legal Guidelines

Are Self-Directed IRAs with Checkbook Control Legal? Yes. The question was brought before the U.S. Tax Court in Swanson v. Commissioner, 106 T.C. 76 (1996). The Court ruled against the IRS and affirmed the validity of the Checkbook Control platform. The IRS acknowledged the Court’s ruling in Field Service Advisory (FSA) 200128011 (April 6, 2001). […]
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Open a Self-Directed Real Estate IRA

With a 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 an auction. A Self-Directed Real Estate IRA gives you the investment freedom you […]
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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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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

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