Welcome To Broad Financial's IRA Trust

Thanks for your inquiry looking for information about our self-directed IRA. If it is not too much, please confirm that you received this.
Below is a great summary and attached are supporting attachments to review The Ultimate IRA Trust®.
Can I ask what you are looking to invest in? Either way, feel free to set up a call. Looking forward.

Click here to SCHEDULE A CALL WITH ME! Click here to APPLY ONLINE

Here's other great info links:

- Amazon book: Ultimate Self-Directed IRA Guide (Kindle version) or (Softcover version) or (Audiobook).

- Video Testimonials: Success Stories

- Broad Financial is the premier SD IRA company, as our many glowing testimonials on the BBB and Google testify.

Benefits of our Self-Directed IRA

- A self-directed plan is a hedge against uncertainty through true diversification

- Invest your retirement funds into all investment classes (real estate, cryptocurrencies, private loans, etc.)

- Open a checking account for your Ultimate IRA® at any bank of your choosing

- Place all investments by simply writing a check

- Transfer/ roll-over your existing retirement funds into your Ultimate IRA®’s checking account

- No transaction or asset-based fees

- Roth or Traditional

Fees

- $1,195 - Our one-time fee includes helping you set-up a new self-directed IRA, forming the Trust, preparing all documents and providing continued support. This can be paid upfront (and is tax deductible) or you can pay $495 upfront and pay the balance from your IRA once it is set-up.

- Custodial Fees- Madison Trust Company

o $100 - one-time fee which includes setting up the new IRA and funding your Trust

o $420 - annually (paid $105/quarter), covers the annual IRS 5498 report (fixed fee - regardless of your account size, or the number of transactions you place within your IRA Trust.

Timing

- Within weeks you will be able to start investing your retirement funds into the investments you desire with the funds in your IRA LLC checking account – simply & safely.