Self Directed IRA & 401(k) Investment Options


Welcome to Broad Financial, a leading custodian of enhanced retirement platforms. Broad gives you the tools you need to take a more active role in managing your retirement investments. Our team has developed industry-leading Self Directed IRA & Solo 401(k) products that allow you to invest outside of traditional Wall Street stocks & mutual funds, and yet still remain within the IRS definition of an approved retirement account.

Imagine being able to invest directly in real estate, local businesses, or precious metals, all while enjoying the IRS tax savings associated with a qualified retirement plan. From self-employed individuals to small business owners to those who simply want total investment flexibility, Broad has an investment platform that will fit your unique needs.

 

Self Directed IRA

Broad's Checkbook IRA gives investors the power of Real Time Investing without the constant fees. Take charge of your retirement and put it in assets you know and understand.

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The Broad Funds

Broad provides accredited investors with a sensible array of alternative funds. Investment opportunities include real estate, tax liens, and insurance agencies.

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Service you can trust

Broad earns its A+ rating with each and every client. Find out why our industry leading customer service makes the difference between a good experience and a great one.

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Broad Financial's Self Directed IRA or Solo 401(k) puts you in firm control of your retirement.

VIEW OUR VIDEOS TO LEARN MORE

The Ultimate Self Directed IRA

Find out how self-direction and Checkbook Control can take your IRA to the next level.

The Ultimate Solo 401(k)

If you're self-employed, you can now get a premium retirement platform.

The Ultimate Real Estate IRA

Find out how to incorporate real estate in your retirement portfolio.

 

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FROM THE BLOG

Bloomberg reporter Meghan Morris recently brought to light a new asset trend for investment firms. Rather than going after the spectacular success that can come with playing the stock game, many are turning to alternative assets such as real estate and private equity. And they’re doing so for what seems to be a counterintuitive reason: the alternative investments are actually quite conservative.   The realists of Wall Street have often cautioned against falling in love with stock picking. The latest “us v... + Read More

  Maybe it’s just a sign of the times, but in recent years we’ve seen a spate of articles dealing with early withdrawals from retirement plans. People are out of work, expenses are going up, and few people still have rainy day funds that they can tap. In general it seems that the proverbial ends have grown further apart than Senate politics. With that in mind, here are five ways that an account holder can legally access his/her retirement funds without incurring any penalties. 1. Have a really good reason. If the reason why you’re withdrawing funds from your retirement plan is a good one, (i.e... + Read More

Profit is good. Unless, of course, it’s not. Here’s the deal. Everybody responds to incentives, and one of the top incentives is the ability to put a few bucks in your pocket. That’s why you go to work, that’s why people produce products for you to buy, and that’s why mothers still qvell over “my son the doctor/lawyer/internet billionaire”. Unfortunately, that’s also why people try to game the system. One of the more famous examples of incentive based larceny is known as the Cobra Effect... + Read More

                                                                testimonials

"Thank you for all the help you provided in setting up my IRA LLC. You saved me more time and heartburn than I could ever define. I really appreciate the way you stuck with this and your communications with me were second to none. Just know that I was impressed with your focus on my situation and your assistance was invaluable."

- Lloyd Snyder (Atlanta, Georgia)

“The process of setting up my Solo 401k with Broad Financial was simple and efficient. I feel confident that going with Broad Financial was the right decision. I look forward to using Broad Financial again. Thanks"

- Nick Palmer (Bozeman, Montana)

 

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