Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account
Speak with a Broad specialist:
(800) 395-5200Schedule a CallOpen an Account
Home > Blog > Welcome to the Ultimate IRA Trust

Welcome to the Ultimate 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:

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


  •  $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

$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. 


  • 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.
  • If you are in a rush, please let us know as this process can be expedited.

Hundreds of Testimonials Online - Nobody does it better!

Nobody's customer service record compares to ours. Check out these links.


Jeff Astor
VP of Business Development
Broad Financial, LLC
Phone: 800-395-5200 x3331
Fax: 845-352-7575
[email protected]

Interested To Learn More?

Schedule a call, and one of our Broad Specialists will answer any questions you may have.


Speak with an IRA Specialist

call now

Fill out the form

Evaluation Form

Contact Us

One Paragon Drive
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


Get the latest news and insights on Self-Directed IRAs and Solo 401(k)s right to your inbox.
Sign Up For Newsletter

magnifiermenuchevron-down linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram