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Contact our Self-Directed Experts. (800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts.
(800) 395-5200 or Schedule A Call

Contact our Self-Directed Experts. Schedule A Call or Leave A Message

Contact our Self-Directed Experts.
Schedule A Call or Leave a Message

Blog

Questions? Text us at (845) 253-9306.

IRA LLC Success Story: Bitcoin Confidence Paid Off

Finding an alternative asset to invest in after establishing your Self-Directed IRA is one thing. Having the unassailable confidence to then go ahead and invest your precious retirement money in it is another. But how about putting $822,800 into a digital, intangible currency instead of investing more conservatively in the stock market? Most would [...]

2020-01-31T10:17:17-05:00 January 31st, 2020|Uncategorized|

Checkbook Solo 401(k) Success with BF Client Terry O’Malley

Becoming a thriving Checkbook Solo 401(k) investor does not require years of expertise on the subject. When you find the right company that provides the proper support as you learn, finding success in your self-directed endeavors can come quite easily. Just ask Broad Financial client Terry O’Malley. A B2B salesman, Terry [...]

2019-12-19T10:16:06-05:00 December 19th, 2019|Real Estate Investing, Real People, Real Stories|

The Real Deal Ep. 1: The Process of a Purchase

Welcome to The Real Deal, a series of investing stories and suggestions from veteran real estate investor Allan Szlafrok. The incredible highs, the frustrating lows, and everything in between...Allan has experienced it all and possesses the knowledge and expertise to help you become as successful as possible! Are you enamored by the [...]

2019-12-19T10:15:35-05:00 December 4th, 2019|Real Estate Investing, Real People, Real Stories, The Real Deal|

How to Maximize Your Rental Investment Returns

By Gregg Cohen, Co-Founder of JWB Real Estate Capital Plan for a Successful Rental Property ROI Did you know that you can consistently increase your rental investment returns? To do this, your strategy should include a plan for keeping tenants long-term. This often-overlooked element is directly tied to your rental property success. The [...]

2019-12-04T17:31:17-05:00 December 4th, 2019|Real Estate Investing|

3 Reasons People Are Investing In New Construction Rentals

By Gregg Cohen, Founder of JWB Real Estate Capital While the thought of a new construction rental may not be your stereotypical rental investment, it’s become a top method many investors have been exploring. Surprised? Let’s talk about why. For years it just didn’t make sense to build new construction rental properties. The numbers [...]

2019-12-16T12:53:09-05:00 November 4th, 2019|Real Estate Investing|

The Legality of Our Ultimate IRA

Simply because the existence of Self-Directed IRAs is not common knowledge, it leaves many wondering whether or not the investment vehicle is even legal. Rest assured: it absolutely is. Your unfamiliarity with SD IRAs is often due to traditional retirement investing firms shielding their clients from the ability to venture into alternative investments, [...]

2019-10-03T10:31:33-05:00 October 3rd, 2019|Uncategorized|

Have Your IRA-Owned Property and Live in it Too

First things first: you cannot live in a property that is presently owned by your IRA. That is one of the chief items in the list of actions prohibited by the IRS regarding investing in a Self-Directed IRA. That being said, I promise I did not mislead you with the title of this [...]

2019-09-19T16:23:42-05:00 September 19th, 2019|Uncategorized|

PODCAST: How to Invest in a Self-Directed IRA

The ins and outs of Self-Directed IRAs and all their accompanying rules can sometimes get too dense to sift through in writing, especially when it's written in complex language. If you're looking for an easily accessible alternative, Broad Financial's own Jeff Astor distilled all that information down into plain English on is recent [...]

2019-09-11T13:59:59-05:00 September 11th, 2019|Uncategorized|

The Value of Transparency in a Bitcoin IRA Custodian

*Updated January 17, 2020: We here at Broad Financial are getting many calls from dissatisfied BitcoinIRA, BitGo, and Kingdom Trust clients who are stuck in the middle of the below legal battle between the two companies. Call us today at (800) 395-5200 to get squared away with a Checkbook IRA for Bitcoin and [...]

2020-01-17T12:29:59-05:00 August 30th, 2019|Cryptocurrency, Current Headlines|

Custodial or Checkbook Control Plan: Which is Best for You? We Offer Both.

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