Thank you for reaching out to learn about Self-Directed IRAs. 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.
Ready to open an account? Click here to APPLY ONLINE.
Here are some great resources to learn about Self-Directed IRAs:
Amazon Book: Ultimate Self-Directed IRA Guide (kindle version and audiobook available)
Video: It's Easier Than You Think To Set Up A Checkbook IRA LLC
Review our
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Google ratings to learn why Broad Financial is the Self Directed IRA/401k industry leader
Benefits of our Self-Directed IRA
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.
Timing:
Within weeks you will be able to place your investments by writing a check from your IRA LLC 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.
Pricing:
$1,295* LLC Setup fee (*price varies by state)
$100 One-time Custodial Setup Fee
$100 Quarterly fee
LLC formation with Secretary of State
Specialized Operating Agreement prepared by ERISA attorneys
LLC Employer Identification Number
Free life-time customer support
