Invest in real estate and other assets by writing a check or sending a wire.
Transactions happen in real-time and do not require custodian paperwork.
Swap assets in your account at any time.
Checkbook control eliminates transaction fees.
Trusts are not registered by the state and avoid annual LLC fees.
An IRA Trust is easier, quicker, and more economical to set up than an IRA LLC.
An IRA Trust has no state reporting requirements.
LLC Articles of Organizations are not required, which means no public records.
You can invest in any state without registering as a foreign entity.
An IRA Trust is ideal for any investment that can benefit from checkbook control. This includes alternative assets like real estate that require consistent management, as there are $0 transaction fees and no additional custodian paperwork.
With an IRA Trust you can invest in:
Do you have questions about the Self-Directed IRA process? Speak with a Broad specialist and get answers.
Schedule a CallIf you're unsure which account is best for your investment, take our short quiz!
Take the QuizFill out Broad Financial’s simple online application. At the same time, open a Self-Directed IRA at Madison Trust, our sister company. Madison Trust is your IRA Custodian and Broad Financial upgrades you to the IRA Trust.
Next, fund your account through a transfer or rollover from an existing retirement account, such as an IRA or 401(k), or make an initial contribution
The two times when an investor may opt for an IRA LLC over an IRA Trust are for multi-member capability or foreign assets. However, in most cases, the IRA Trust is faster and more economical while still providing the same robust checkbook control. Â
Yes, if you prefer to pay your taxes upfront, then a Roth IRA is the choice for you. Depending on your investment strategy and tax preference, you may also choose to open a Traditional, SIMPLE, SEP, Inherited Roth, or Inherited Traditional Self-Directed IRA.
Both IRA LLCs and IRA Trusts benefit by having the checkbook control ability to make fee-free transactions. However, with an IRA Trust you save on several LLC-associated fees. An IRA Trust does not have to pay the (often hefty) annual LLC fees nor pay the annual franchise tax that some states impose on LLCs. An IRA Trust is also simpler to set up, resulting in a lower establishment fee. Â
Do you have questions about self-directed investing process? Speak with a Broad specialist to get answers.
Schedule a CallStart diversifying today with a Self- Directed IRA. You can apply online in just ten minutes.
Apply OnlineAddress:
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