Go beyond the market by investing in property, start-ups, or other alternative assets. You can research your own investments and place funds in those that have the most potential.
Unlike other custodial accounts, Broad does not charge any asset-based fees. Instead this account works with a low flat annual fee and applicable transaction fees. This structures insures that you will never pay more for being successful.
Investing with a classic Self Directed IRA is simple. Decide on an asset and then instruct the custodian to make the purchase. Along the way you’ll receive the industry leading client support that Broad is known for.
A custodial Self Directed IRA works just like a standard retirement account. The only difference is that instead of investing in stocks or mutual funds, your account will be investing in the assets of your choice. An example of a popular self-directed asset is an income producing rental unit. Your Self Directed IRA account is specialized to be able to purchase these types of assets.
The process for investing is simple. Once your account is set up, you can identify which assets you would like to purchase. Having done so, you will then fill out the appropriate form which informs the custodian about the transaction. The custodian will execute the transaction and the asset will become part of your IRA.
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Montvale, NJ 07645
Phone: (800) 395-5200
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