A Self-Directed IRA with checkbook control is a retirement account in which you can directly invest in the alternative assets of your choosing without the need to go through a custodian for every transaction you make. Do you want to invest in real estate, promissory notes, or startups? With a Self-Directed Checkbook IRA from Broad Financial, you can!
When you open a Checkbook Control Self-Directed IRA with Broad Financial, you'll be able to choose from two different types of accounts: an IRA LLC or an IRA Trust. No matter which type you choose, our Self-Directed IRA checkbook control model will give you what we refer to as the 3 C's:
over all investment decisions.
by avoiding transaction fees.
about the types of assets you want to invest in.
This type of Self-Directed IRA combines a trust with your retirement account, allowing you to invest in alternative assets without state fees.
This Checkbook IRA pairs with an IRS-compliant LLC, allowing you to diversify your retirement portfolio with alternative assets with the additional advantage of superior liability protection.
Do you have questions about the Self-Directed IRA investing process? Speak with a Broad specialist and get answers.
Schedule a Call
If you're unsure which account is best for your investment, take our short quiz!
Take the QuizOperating a Self-Directed IRA with checkbook control will require you to pay close attention to the rules and regulations governing Self-Directed IRAs, but having checkbook control doesn't bring any specific additional rules in and of itself. Keep in mind that one of the most important rules to adhere to is to not engage in any prohibited transactions. This means that you cannot extend credit to or receive an immediate benefit from your checkbook control Self-Directed IRA.
Address:
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