Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account
Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account

Self Directed IRA

A Self Directed IRA is the account that gives you the opportunity to diversify your portfolio with real estate, private companies, promissory notes, and more. Discover how self-direction can bolster your retirement investing and savings journey.

Roth IRA

Can a Roth IRA work as a self-directed IRA? Certainly. The self directed IRA platform works for both the standard IRA and the Roth IRA. How would a Roth IRA benefit from a self-directed IRA platform? You obviously are already keyed in to the tax benefits of the Roth. It only makes sense that you […]
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March 30, 2022

Self Directed SEP IRA

Broad Financial’s SEP IRA gives your self-employed retirement account the tools it needs to create real prosperity. A Self Directed SEP IRA with Checkbook Control takes you to the next level by getting rid of transaction and asset fees, enabling Real Time Investing, and giving you complete control of your retirement funds at the bank […]
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March 30, 2022

Self Directed IRA Fees Breakdown

Let’s take a look at what kind of fees retirement accounts often have to pay, and how Broad’s Checkbook Control model is able to eliminate a great many of them. Standard IRA Fees If you have your retirement money invested with a standard IRA provider, than your account could be subject to a large selection […]
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Self Directed IRA Basics

The Process Here’s what happens when you set up a self-directed IRA: Broad starts the process by establishing a new IRA for you with one of our registered self-directed IRA custodians. You direct the transfer of your funds from your existing retirement account(s) into your new self-directed IRA. We’ll guide you through the process, but at […]
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March 30, 2022

5 Self Directed IRA Myths

As you begin to explore alternatives to standard stocks and bonds, misinformation springs up which can confuse even the savviest investors. We have found that there are five pervasive myths which prevent people from pursuing the most productive investments. Myth #1 – Self-directed IRAs are confusing and hard to set up. The Truth – While […]
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March 30, 2022

What kinds of investment control does a Self Directed IRA offer?

A Self Directed IRA offers investment control in three key areas: Asset Choice Transaction Pricing Investment Timing Let’s look at each area individually, and see how the Broad platform differs from some of the more commonly offered plans.  Asset Choice A standard IRA or 401(k) gives an incredibly limited choice of investment assets. Not only […]
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March 30, 2022

Self Directed IRA: Investing with True Diversification

How does a Self Directed IRA facilitate true diversification? When financial advisors talk about diversifying your IRA, they usually mean some notion of investing in a variety of market related products. These products can take the form of different stocks, bonds, mutual funds, etc. True diversification, though, extends beyond the stock market and its sister […]
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What is Tax-Deferred Investing

The defining characteristic of any retirement investment is the fact that the investor realizes a tax benefit because of it. In exchange for putting aside money that will help fund your retirement, the government is willing to give you a tax incentive. For standard retirement plans this incentive comes in the form of a tax […]
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Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

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