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.

Broad Financial LLC BBB Business Review

 

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

Do you have a good investment opportunity for your retirement funds? Just make sure that it’s not too good, because otherwise the government might feel bad.   What the Government Saw Here’s the deal. The GAO (Government Accountability Office) just released a study in which they took a good long look at IRA accounts and the amount of money in them. Of particular interest to the government were those IRAs that possessed assets in the millions of dollars. While good for investors, high value IRAs rankle the government because they contain a lot of taxable profit that is just sitting there untaxed... + Read More

Here are some of the latest must-read news items for retirement investors.   1. The Great Market Sell-off As you already know, the beginning of October saw an absolutely epic sell-off on the stock market. If you were not aware of this, you will be when you see your next statement. (If you need a bottle of bourbon to deal with it, may I suggest Eagle Rare.) If you’re a regular follower of this blog, then you most probably don’t want to hear we told you so. Let’s move on.   2... + Read More

In the chaotic system that is our weather, we sometimes see all the elements come together to produce an extreme event. According to Wikipedia the phrase was popularized by the title of the bestselling book “The Perfect Storm” by Sebastian Junger. In the storm described there, the three contributing factors were warm air from a low-pressure system, cold air by a different high pressure system, and a lot of rain provided courtesy of a hurricane. These factors combined to produce one doozy of a meteorological onslaught... + 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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