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

Blog

How To Roll Over a 401(k) Into a Checkbook IRA

Learn how to roll over your 401(k) into a Checkbook IRA for greater control over your retirement investments. Explore the steps, benefits, and how this tax-advantaged account enables you to diversify beyond traditional Wall Street assets. Contact Broad Financial today to get started.
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January 7, 2025

Solo 401(k) Success Story: Diversifying Beyond Wall Street with Broad Financial

Learn how a self-employed entrepreneur diversified his retirement portfolio by rolling over his IRA into a Broad Financial Self-Directed Solo 401(k). Schedule a call today to learn more about our Self-Directed Solo 401(k).
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December 17, 2024

Retirement Planning: How an SDIRA with Checkbook Control Empowers You

Learn how a Self-Directed IRA with Checkbook Control offers greater flexibility, speed, and autonomy in retirement planning. Gain control over your financial future with Broad Financial today.
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November 5, 2024

Investing in Raw Land with a Self-Directed IRA

Investing in raw land with a Self-Directed IRA can be an intriguing way to diversify your retirement portfolio while receiving tax advantages. See how Broad Financial’s Checkbook IRA can offer enhanced control and flexibility for managing your raw land investments efficiently.
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September 3, 2024

Using a Self-Directed IRA to Mitigate Capital Gains Tax

Self-Directed IRAs can help you avoid capital gains taxes and enable you to reinvest funds that might have otherwise gone to taxes. Learn more about setting up a Self-Directed Checkbook IRA or Self-Directed Solo 401(k) at Broad Financial.
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Investing in Multi-Family Real Estate with a Self-Directed IRA

Investing in multi-family real estate with a Self-Directed IRA allows you to receive tax advantages while potentially generating stable rental income. Contact Broad Financial to learn more about opening a Self-Directed IRA with Checkbook Control.
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Everything You Need to Know About Opening a Self-Directed Roth IRA with Checkbook Control

When you open a Self-Directed Roth IRA with Checkbook Control, you gain flexibility in your retirement investing. Contact the SDIRA Specialists at Broad Financial to learn more.
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June 4, 2024

Investing in Industrial Real Estate with a Self-Directed IRA

Find out how you can invest in industrial real estate with a Self-Directed IRA by reading our latest blog
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