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

Using a Self-Directed IRA to Buy Rental Property: 5 Things to Know

Using a Self-Directed IRA to buy a rental property can be an intriguing investment strategy. Learn how Broad Financial can equip you with a Real Estate IRA designed for the everyday transactions that typically come with investing in a rental property.
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August 14, 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

Can I Roll an IRA Into a Solo 401(k)?

It's not surprising that a lot of people ask us, "Can I roll an IRA into a Self-Directed 401(k)?" given that investing with one of our self-directed accounts can give you more investment options and help lower any fees associated with your account. But for some reason, this is one of those questions that has […]
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March 30, 2022

Disadvantages of a Self-Directed IRA Without Checkbook Control

Don’t Put Yourself at a Disadvantage There are many Self-Directed IRA companies out there that don’t additionally offer a Checkbook plan as an option. This can lead you to be saddled with a plan that is not the best fit for you based on the type of alternative investments in which you are involved. Though […]
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February 7, 2022

Investing in Promissory Notes with a Self-Directed IRA

Investing in a promissory note with a Self-Directed IRA is a seamless endeavor that can be rewarding for both the lender and borrower. Here's how!
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August 25, 2021

What is a Self-Directed IRA?

A Self-Directed IRA is an account that allows for alternative investments not available with standard retirement platforms, like brokerage accounts offered by Fidelity, Charles Schwab, or TD Ameritrade.
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