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
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
It’s one thing to break the law. It’s quite another to do it under IRS guidance.
In a recent WSJ article by ace Laura Sanders, we find out all the details about how the IRS actually paved the way for an infraction of U.S. tax law. Here’s how it went down.
It started with a veteran tax lawyer by the name of Alvan Bobrow. He had a pretty good understanding of the law, (he was a tax lawyer after all,) and he knew where to turn to find guidance on IRS regs. The place where he went, and where all tax professionals go, was IRS Publication 590... + Read More