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.

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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FAQs - Roth & Traditional IRAs

What is a Self-Directed IRA? A Self-Directed IRA (or SD IRA) is an account that gives you the ability to use your retirement funds to invest in “alternative investments,” i.e. investments off Wall Street (not just stocks, bonds, and mutual funds). The most common alternative investment is real estate. What else can I invest in? Everything but […]
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Retirement Plan Infographic

There’s a reason that thinking about retirement planning makes you feel like a 3rd grader trying to understand nuclear physics: it’s complicated, there are a lot of variables, and one wrong move can mean financial armageddon. Even with a simplified options map, you can quickly get lost in the thicket. Try your luck and we’ll […]
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Using Retirement Funds to Start a Business

The idea of doing more with your retirement funds than just stocks or bonds is slowly but steadily gaining popularity. For those with a proactive approach, the thought of using an IRA or 401(k) to fund a business holds a lot of appeal. It avoids the volatility of the stock market, while at the same […]
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Montvale, NJ 07645

Phone: (800) 395-5200

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