Self-Directed IRA

Diversify your portfolio with real estate, private companies, promissory notes, and more.

Do You Want to Invest in Real-time?

A Self-Directed IRA with checkbook control is a powerful retirement account to invest beyond Wall Street, receive tax benefits, and achieve your investment goals.

Streamlined Transactions

Invest on your time with direct access to your IRA funds. No extra custodian paperwork required.

Maximum
Wealth

Watch your investments grow, not your fees. Avoid both asset-based and transaction fees.

True
Diversification

Go beyond the stock market by investing in real estate, cryptocurrency, and more. Diversify your portfolio with confidence.

Types of Self-Directed IRAs with Checkbook Control

Self-Directed IRA Trust

A type of Checkbook IRA that allows you to invest your retirement funds in alternative assets with no state fees.

Self-Directed IRA LLC

Another type of Checkbook IRA that lets you hold alternatives in your retirement portfolio with the added benefit of superior liability protection.

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Do you have questions about the Self-Directed IRA investing process? Speak with a Broad specialist and get answers.

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How To Set Up a Self-Directed IRA with Checkbook Control?

Open an IRA Account

First, you’ll open a Self-Directed IRA account with our in-house custodian, Madison Trust Company.

Fund Your Account

Transfer or Rollover your funds from a previous retirement account, such as an IRA or 401(k). The account can also be funded with an initial Contribution.

Establish an IRA LLC or an IRA Trust

Broad Financial will create a specialized, IRS-compliant LLC or Trust for your IRA and complete all paperwork. You will create a designated checking account at the bank of your choice and move funds into this new account.

Invest in Alternatives

Once your account is funded, you can start investing immediately! With the power of checkbook control, you can simply write a check or send a wire from your checking account to invest.

Self-Directed IRA with Checkbook Control - FAQs

What assets can you invest in with a 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. Some popular investments include real estate, private equity, crowdfunding, startups, promissory notes, and more.

Can I open a Self-Directed IRA as a Roth IRA?

Yes! If you prefer to pay your taxes upfront and receive tax-free profits, a Self-Directed Roth IRA is the choice for you. With a Self-Directed Roth IRA there is no need to make required minimum distributions (RMDs), allowing you to pass down your tax-free funds to your heirs.

What is a Self-Directed IRA Custodian?

The IRS requires all retirement accounts to be held by a custodian or a trust to maintain its tax-deferred or tax-free status. Custodians are financial institutions that hold custody of the retirement account’s investments for safekeeping and adhere to all IRS regulations that govern Self-Directed IRAs. The custodian will also make sure wiring instructions and investment documents are filled out correctly, listing the Self-Directed IRA as the investor.

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