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

Solo 401(k)

Are you self-employed? A Solo(k) is a robust investment account that lets self-employed individuals place their funds in almost any retirement asset. Discover how a Solo(k) can help you maximize your retirement savings.

The Ultimate IRA or Solo 401(k) for Real Estate Investing

Yes, you can invest in Real Estate with your Retirement Savings What Type of Real Estate Can You Invest In With a Self-Directed IRA or Solo 401(k)? No More Mediocre IRA and 401(k) Returns! Self-Direction combined with a sound real estate investment is the most powerful way to boost and protect your retirement savings. We […]
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Solo 401(k) - New 2020 Deadlines

Tax code can be confusing but that shouldn’t stop you from getting the maximum benefit. Let’s break down a recent tax change involving the new Solo 401(k) deadline and clarify what it means for you. (If you happen to enjoy tax law in all of its glorious complexity, you can check out the original Congressional bill here. Pay particular attention to Sec. 201.) Two Types of Solo 401(k) Contributions The Solo 401(k) is […]
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November 17, 2020

Checkbook Solo 401(k) Success with BF Client Terry O'Malley

Becoming a thriving Checkbook Solo 401(k) investor does not require years of expertise on the subject. When you find the right company that provides the proper support as you learn, finding success in your self-directed endeavors can come quite easily. Just ask Broad Financial client Terry O’Malley. A B2B salesman, Terry was not familiar with […]
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December 19, 2019

Solo 401(k) - History

The Ultimate Solo 401(k) can trace its history back to 1875 when the American Express Company established America’s first corporate pension plan. In 1935, President Franklin D. Roosevelt signed the Social Security Act, a government administered – and guaranteed – retirement savings program. In 1939, a predecessor of the modern-day 401(k) Plan, “Section 401a” first appeared in […]
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Contact Us

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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