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

Your Match - Checkbook Solo 401(k)

The perfect retirement plan for entrepreneurs with the power of checkbook control. You can invest in real estate, another business, or even take part in a private placement.

What Happens Next?

A Broad Specialist will contact you using the information you have provided to review your quiz results with you.

Checkbook IRA

A Self-Directed Checkbook IRA lets you invest in almost any alternative asset in real-time by simply writing a check or sending a wire from your designated checking account.

Self-Directed IRA

A Self-Directed IRA is like any other retirement account, except you can invest in alternative assets beyond standard stocks, bonds, and mutual funds. 

Solo 401(k)

Broad’s Checkbook Solo 401(k) provides self-employed individuals with a robust investment account. Account holders can invest in almost any asset on their own terms.

Don't just listen to us. See what our clients are saying!

Get Educated

Join “The Ultimate Self-Directed IRA” author Jeff Astor as he discusses all things Solo 401(k)s.

FREE Webinar

Why You Should Consider a Self-Directed Solo 401(k) If You’re Self-Employed

How to qualify.
Why choosing the right plan administrator is incredibly important.
Unique benefits of a Solo 401(k.)
Why choosing a Checkbook Solo 401(k) opens the account holder up to almost all investment options.

Watch our Latest Video

Invest Better With Broad Financial

Free Lifetime

A Broad specialist will guide you through setup, and will always be available for any questions you may have. Find out how live guidance can make all the difference.

Alternative Asset Expertise

Broad specialists have deep experience across all the major alternative assets. When you want to move forward with a specific asset, we can find a way to make it work.

Client-centered Partnerships

Broad is a partner with Madison Trust Company, one of the industry’s highest rated Self Directed IRA custodians. You will receive top level client support at every step of your journey.

Ready to start investing in your future?

Reach out to us, and one of our IRA Specialists will answer your questions about Self Directing your Retirement Account.

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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