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

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

Learn the benefits of rolling an IRA into a Solo 401(k) and the steps to complete a rollover. Contact Broad Financial to open a Self-Directed Solo 401(k) in just a few easy steps.
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January 21, 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

How to Buy Crypto with a Self-Directed Solo 401(k)

Buying crypto through our Self-Directed Solo 401(k) can help diversify your portfolio while also providing tax advantages on any potential crypto gains. See how it works and schedule a discovery call today.
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7 Popular Self-Directed Solo 401(k) Investments

Investments available for Solo 401(k) owners include real estate, private placements, and more. Contact Broad Financial to learn about the options for self-employed individuals and small business owners.
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August 6, 2024

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

Contribution and Benefit Limits: SDIRA and 401(k) IRS Updates for 2024

The IRS has implemented changes to SDIRA contributions and benefits that will take effect in the year 2024. Learn how these adjustments may affect your retirement savings in our latest blog.
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January 10, 2024

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

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

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