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

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

Why Should I Open a Self Directed Solo 401(k)?

If you are a one-person business operator, freelancer, or independent contractor, planning for retirement may seem like a daunting task since you are not provided with an employer sponsored plan. Luckily, self-employed individuals have several options to save for retirement and enjoy the same tax benefits. When deciding on a retirement account, the fee structure, […]
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March 17, 2022

What is a Solo 401(k)?

Before we answer the question “what is a Solo 401(k)”, let’s first discuss the structure of a standard 401(k). The Standard 401(k) Plan A 401(k) is a retirement plan (based on a section of the Internal Revenue Code) which allows an individual to dedicate income towards retirement. When the funds are designated as such, they […]
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February 7, 2022

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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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