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

Self-Directed IRA

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

Do You Want To Invest in Real-time?

An IRA LLC or IRA Trust with checkbook control gives you the power to invest by simply writing a check or sending a wire. There are many benefits of checkbook control at Broad.    

Streamlined Transactions

Invest on your time. No extra custodial paperwork required. 

Maximum Wealth

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

True Diversification

Diversify with real estate, cryptocurrency, and more. Invest with confidence.

Is a Self-Directed IRA the right kind of account for your investing strategy? 
Get a complimentary consultation from a Broad Specialist.

Evaluation Form

How To Set Up a Self-Directed IRA

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.

Invest in Alternatives

Once your account is funded, you can start investing immediately! Simply instruct Madison Trust to send the funds to the investment of your choice. 

Self-Directed IRA - 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.

Find Out More

Do you have questions about self-directed investing process? Speak with a Broad specialist to 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

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


Get the latest news and insights on Self-Directed IRAs and Solo 401(k)s right to your inbox.
Sign Up For Newsletter

magnifiermenuchevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram