A Checkbook IRA allows you to invest directly in alternative assets without the need for a custodian for everyday transactions. Broad Financial offers two Checkbook IRAs: the IRA LLC and the IRA Trust. Our checkbook control model gives you the 3 C's, making it easy to understand the answer to the question, "what is a Checkbook IRA?"
YOU control all of your investment decisions.
YOU save money by avoiding transaction fees.
YOU have the freedom to invest in different types of assets.
A type of Checkbook IRA that allows you to invest your retirement funds in alternative assets with no state fees.
Another type of Checkbook IRA that lets you hold alternatives in your retirement portfolio with the added benefit of superior liability protection.
With the freedom to invest and manage your own retirement account, comes great responsibility to do proper due diligence and adhere to any rules and regulations that govern Self-Directed IRAs. An important rule to understand is to not partake in a prohibited transaction, which means that a disqualified person must not extend credit nor receive any immediate benefit from the IRA. For more information, please visit our prohibited transactions page.
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