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

IRA Trust

Invest your Self Directed IRA funds with checkbook control using our IRA Trust.

A Self Directed IRA Trust gives you checkbook control capability to invest in assets beyond Wall Street. You can get started in as little as a week and avoid annual LLC fees.

Full Checkbook Control

Invest in real estate and other assets just by writing a check or wire.

Transactions happen in real time and do not require any custodian paperwork.

Swap assets in your account at any time.

The Economic Advantage

Checkbook control means no transaction fees.

Trusts are not registered by the state and avoid annual LLC fees.

An IRA Trust is easier and more economical to set up than an IRA LLC.

Confidential
Investing

An IRA Trust has no state reporting requirements.

No LLC Articles of Organizations, which means no public records.

Can invest in any state without a foreign agent.

Still have questions? Don’t worry, we have answers!

Reach out to us to get a free consultation from a Broad Specialist.

Find Out More

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

Schedule a Call

Take Our Quiz

If you're unsure which account is best for your investment, take our short quiz!

Take the Quiz

How To Set Up a Self Directed IRA Trust

Open an IRA Account

Complete an online application for Broad Financial. Simultaneously, open a new Self Directed IRA with our sister company, Madison Trust. Madison Trust serves as your IRA Custodian and Broad Financial upgrades you to the IRA Trust.

Fund Your Account

Transfer or Rollover 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 Trust 

We will create a specialized IRA Trust, which will give you the power of checkbook control. Then, you will create a designated checking account for your IRA Trust at the bank of your choice.  

Invest in the Asset of Your Choice

To invest, simply write a check or send a wire from your IRA Trust checking account. Since the specialized Trust is owned by your IRA, the assets purchased through the checking account are part of your retirement portfolio. 

When is it best to Open an IRA LLC over an IRA Trust?

The two times when an investor may opt for an IRA LLC over a Trust are for multi-member capability or foreign assets. However, in most cases, the IRA Trust will be faster and more economical while still providing the same robust checkbook control.

Self Directed IRA Trust - FAQs

How long does it take to set up an IRA Trust?

An IRA Trust can be set up in 1-2 weeks.

What kinds of investments benefit from an IRA Trust?

Any investment that works better with Checkbook Control. This includes assets like properties that require consistent management.

Can I open an IRA Trust as a Roth IRA?

Yes. If you prefer to pay your taxes upfront, then a Roth IRA is the choice for you.

Is it difficult to open an IRA Trust?

Not at all. Broad will facilitate the process while account applicants will fill out a few simple forms.

Find Out More

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

Schedule a Call

Apply Online

Start diversifying today with a Self Directed IRA. You can apply online in just ten minutes.

Apply Online

SOCIAL MEDIA

Broad Financial LLC BBB Business Review

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-downcheckmark-circle linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram