Speak with a Broad specialist:
(800) 395-5200Schedule a CallSign Up Now
Speak with a Broad specialist:
(800) 395-5200Schedule a CallSign Up Now

Uncategorized

Divorce

Divorces often see a division of assets. Bank accounts, cars, and homes are subject to a fair and equitable distribution. However, what many people don’t realize is that retirement assets are also available for distribution. The ex-spouse may be designated as an Alternate Payee and receive up to 50% of the retirement funds. Here’s what […]
Read More >
March 29, 2022

My Experience Buying Bitcoin in an IRA

One of our most successful "marketing campaigns" is one we never paid for or even did. It's a post by a client on Reddit. This client, whose name we don't even know (he uses an alias on Reddit), compared us, Broad Financial, to Bitcoin IRA. He goes into detail about each side and concludes that […]
Read More >
March 24, 2022

The fourth secret – Roth Money

4. Roth Money The fourth secret is Roth money. There are two types of IRAs. Most people have what is called a traditional IRA or a tax-deferred IRA. There are no capital gain taxes in an IRA. However, with a traditional IRA, you will eventually pay the taxman. You may do it at 72, when […]
Read More >

Contact Us

Address:
One Paragon Drive
Suite 270
Montvale, NJ 07645

Phone: (800) 395-5200

JOIN OUR NEWSLETTER!

Get the latest news and insights on Self-Directed IRAs and Solo 401(k)s right to your inbox.

magnifiermenuchevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram