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

Broad Financial's Video Library

What can you invest in with a Self-Directed IRA?

Are you ready to start diversifying your retirement portfolio with alternative assets? Find out what you can invest in with a Self Directed IRA and Solo 401(k). The possibilities are nearly endless! For example, you can invest in real estate, cryptocurrency, private companies, tax liens, startups, and much more.

It’s Easier Than You Think to Set Up a Checkbook IRA LLC

Watch to learn how to set up a Self Directed IRA with Checkbook Control, in which we establish a specialized LLC capable of holding IRA funds. Broad Financial makes the process as simple and fast as possible so you can start investing in the assets you believe in and receiving tax-sheltered profits.

The Checkbook Control IRA: The Great Secret of Retirement Investing

Learn about one of the great secrets of the financial savvy: a Self Directed IRA with Checkbook Control. It’s a cost-effective opportunity that gives investors complete control of their IRA funds. Plus, invest in alternative assets in real-time with no transactions fees so you can watch your retirement account grow. 

Bitcoin Flat Rate IRA

Explore how to invest in Bitcoin and other cryptocurrencies in a Self Directed IRA or Solo 401(k). You have the power to hold the keys, invest in real-time, and receive unmatched security and flexibility. 

What is a Checkbook IRA?

Are you looking to manage your alternative investments in real-time? With Broad’s Self-Directed Checkbook IRA, you can gain control of your investing!

What is UBIT? | Unrelated Business Income Tax Explained

You may have heard the term UBIT, but you’re not sure what it means, and if it will apply to your investment. In this video, we’ll discuss what UBIT is, when UBIT can apply, and more.

How to Set Up an IRA LLC

Are you looking to invest in an alternative asset such as real estate or cryptocurrency? With Broad Financial’s Self-Directed IRA LLC, you have the freedom to invest in just about any asset with the power of checkbook control at your fingertips!

Are You Planning for the Longest Vacation of Your Life - Retirement?

Did you know that planning for retirement is similar to planning for a vacation?
This video discusses five easy steps you can take to be as prepared as possible to achieve the retirement (or vacation) of your dreams.

IRA LLC vs IRA Trust: What's the Difference?

In this video, we’ll be comparing our two Self-Directed Checkbook IRAs: the IRA LLC and IRA Trust.

Find Out More

Do you have questions about self-directed investing process? Speak with a Broad specialist to get answers.

Schedule a Call

Apply Online

Start diversifying today with a Self- Directed IRA. You can apply online in just ten minutes.

Apply Online

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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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