Thank you for reaching out to learn about cryptocurrency and the IRA Trust. My name is Jeff Astor and I am a Senior Account Specialist at Broad Financial as well as the author of The Self Directed IRA Guide. I have the experience and background to direct you to the best plan for your investment. Schedule a call with me to discuss your Self-Directed IRA options.
Broad Financial's Crypto IRA Trust is fundamentally different than others because it's a checkbook plan, not a custodial plan. This means that our fees are flat- no asset based fees and no transaction fees! We have no minimum and you can invest in any cryptocurrency! The reason for this is that Broad Financial is not a broker; we're not holding your money. Broad Financial simply creates a legal vehicle for you to invest your IRA money in the exchange (or exchanges) of your choice. Broad Financial's "Ultimate Bitcoin IRA" boasts these unique features:
Unlimited choice of coins: you choose from any of the world's cryptocurrencies
Unlimited security options: you hold the keys; you choose any wallet
Unlimited Exchanges: you choose the exchange(s)
Tax Advantaged account: you buy and sell cyrptos as you normally would but now tax shelted inside an IRA
Low flat-rate setup fee and low flat-rate maintenance fee (the "competition" charges asset-based fees for setup and maintenance!)
Invest not only in cryptocurrencies but in real estate and all “alternative investments” (everything but collectibles and life insurance).
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Benefits of our Self-Directed IRA Trust
Invest your retirement funds into a wide variety of asset classes including real estate, cryptocurrencies, private loans, precious metals, small businesses, and more.
Place all investments by simply writing a check.
No transaction or asset based fees.
Transfer all or a portion of your existing retirement funds into your Self Directed IRA/401k.
Act quickly on time sensitive invesetments with real time access to your retirement funds (avoid lengthy custodian processing times).
Hundreds of testimonials online- Nobody does it better!
Nobody's customer service record compares to ours. Check out these links.
Within a week you will be able to place your investments by writing a check from your IRA Trust checking account.
If you are in a rush, the process can be expedited upon request.
In short... Why Broad Financial?
Even more than a great plan, a great company is probably the most important consideration when opening a Self-Directed IRA. If you get bad advice or no customer support then you risk penalties and losing the tax sheltered status of your hard earned retirement funds. A reliable company with a proven track record is not a luxury- it is a necessity.
$1,195 setup fee - This one-time fee includes helping you set-up a new self-directed IRA, forming the Trust, creating the customized operating agreement, obtaining a Federal ID Number, preparing all documents, and providing continued support.
$100 - One-time fee for Custodian set-up and funding the new Trust
$380 - Annual maintenance fee (paid $95/quarter) which covers general maintenance and tax reporting, including the annual IRS 5498 report. This fee is a fixed fee and will never grow, regardless of your account size or the number of transactions you make.
$0 - Free life-time customer support