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


Exploring the Benefits of a Self-Directed Solo 401(k) for Self-Employed Individuals

This blog article explains how Broad Financial's Self-Directed Solo 401(k) with checkbook control can allow you to invest in alternative assets for your retirement. Read more and get started today.
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February 12, 2024

How to Buy Bitcoin with a Self-Directed Roth IRA with Checkbook Control

Find out how you can invest in Bitcoin and save for retirement through a Self-Directed Roth IRA with Checkbook Control in our recent blog.
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January 29, 2024

Master Your Cryptocurrency Through a Self-Directed IRA with Checkbook Control

Cryptocurrency is considered a popular alternative investment due to its potential for substantial returns. Investing in crypto through a Checkbook IRA grants you tax advantages, real-time purchase capability, and investment security. 
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What Is a Checkbook IRA? Invest with the Power of Checkbook Control

In this video, you will learn how you can manage your alternative investments in real-time with Broad Financial’s Self-Directed Checkbook IRA.
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December 18, 2023

Comparing Retirement Accounts for Business Owners: Self-Directed IRA vs. Solo 401(k) vs. SEP IRA

Explore retirement planning for business owners with a comparison of a Self-Directed IRA, Solo 401(k) and SEP IRA. Understand their differences and gain insights from Broad Financial.
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December 12, 2023

Why Choose Broad Financial for Your Checkbook IRA?

Discover how you can gain greater investment control, cost savings, and asset choice with a Broad Financial Checkbook IRA. Schedule a free discovery call today!
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December 4, 2023

IRA Trust Basics 

Get to know the basics of an IRA Trust. Learn more about investing in alternative assets with Broad Financial’s IRA Trust today!
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July 5, 2023


Checkbook Control What makes the Broad platform unique is the feature of Checkbook Control. Standard IRA accounts or Solo 401k plans give your client a very limited scope of investments. Even if you want to help your client diversify, a third-party account will frustrate you at every turn. Checkbook Control allows you unprecedented choice and […]
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February 15, 2022

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


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