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.

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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Why Can't You Get a Self-Directed IRA on Fidelity?

Expand Beyond Traditional The level of freedom that the Self-Directed IRA with Checkbook Control provides for you flies directly in the face of how traditional retirement investing companies prefer to do business. Leading names such as Fidelity, TD Ameritrade, or Vanguard make their money by keeping your money in their hands by putting it in the stock market where […]
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February 5, 2022

The Courage to Diversify - A Brief History of the Self Directed IRA

The history of anything having to do with the government and finances is usually complicated, and – dare we say it – a little bit boring. The same is true for the Self Directed IRA. However, there is a benefit to being informed. When you learn about the history of the Self Directed IRA (and retirement accounts in general), it will get you grounded […]
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September 29, 2021

Investing in Promissory Notes With a Self Directed IRA

One of the lesser known investment assets enabled by a Self Directed IRA is the promissory note. Let’s break down how a promissory note works, how a Self Directed IRA can invest in one, and what are some of the pitfalls that should be avoided. What is a Promissory Note? A promissory note is in its essence a bill of debt. The investor gives […]
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August 25, 2021

Self-Directed IRA Recommendation Tool

Based on your investment strategy, let's find which plan's fee structure offers you the best value: We Offer Both Types of Self-Directed IRAs: [supsystic-price-table id=8] [supsystic-price-table id=9] [supsystic-price-table id=10]
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October 8, 2019

PODCAST: How to Invest in a Self-Directed IRA

The ins and outs of Self-Directed IRAs and all their accompanying rules can sometimes get too dense to sift through in writing, especially when it's written in complex language. If you're looking for an easily accessible alternative, Broad Financial's own Jeff Astor distilled all that information down into plain English on is recent appearance on […]
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September 11, 2019

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