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.
Broad Financial's Self Directed IRA or Solo 401(k) puts you in firm control of your retirement.
FROM THE BLOG
It’s generally a given in most industries that movement can produce profit. Whether people, products, or ideas, movement itself creates new venues where money can change hands. This is especially true in the retirement industry. When retirement funds go from “Investment A” to “Investment B”, there is a door standing open with a big sign that says “Free Money”.
What are we talking about? Let’s take a look at your neighbor. John next door is an electrical engineer who just retired from IBM... + Read More
Well, it’s here again.
The country’s biggest sporting event is about to bombard you with targeted advertising, find new and creative ways to separate you from your money, and in general be so in your face that you wouldn’t mind relinquishing it for that root canal that you keep pushing off.
Yes, the IRS and its associated industries are revving up for tax day.
But let’s not blame them. They perform the thankless task of providing the country with the funding it needs to carry on essential services. (Non-essential services (i.e... + Read More
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