Broad's Solo 401(K) allows entrepreneurs to invest with total checkbook control, incredible asset choice, and higher contribution limits.
Sign up now and use the code "NASE100" to receive a $100 discount!
Broad is a leader in the self-directed retirement industry, with thousands of self-employed clients in all 50 states. Our Solo 401(K) plan can give you the 3 C's!
YOU are in control of your retirement funds. With your dedicated checking account, you control all the transactions.
YOU can save money up to $61K, or $67K if you are 50 or older, per year. This means more money in your pocket!
YOU have the freedom to invest in different types of assets such as Real Estate, Loans, Notes, and more.
We create a customized, IRS-approved Solo 401(K) Plan for you that contains a Trust. You are appointed as the Trustee, empowering you to make all decisions.
You will open a checking account in the name of the Trust at any bank. This checking account is the self-directed investing platform for placing all investments.
You will fund your Solo 401(K) by transferring funds from one or more of your existing retirement accounts or plans into your Solo 401(K)’s new checking account, or by making an initial contribution.
You can begin investing your retirement funds directly into all investment classes (traditional and non-traditional) - by simply writing a check or sending a wire.
Reach out to us, and one of our IRA Specialists will answer your questions about investing with a Broad Financial Solo 401(K).
Remember to sign up with the promo code "NASE100" to receive a $100 discount!