Save $100 Until 12/15! Learn More.
Please note: Our sales team will not be available on Mon, 10/21 or Tue, 10/22.

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


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

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 [...]

2019-12-05T10:14:19-05:00 December 4th, 2019|Real Estate Investing, 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 [...]

2019-11-12T09:55:25-05:00 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

The ongoing battle between Kingdom Trust and BitcoinIRA is calling the issue of transparency into question. When investing in bitcoin with your retirement funds, perhaps nothing is more important than complete transparency between you and your custodian. Ideally, you should be made aware of every detail regarding who is holding your assets, how [...]

2019-08-30T15:24:20-05:00 August 30th, 2019|Cryptocurrency, Current Headlines|

Avoid These 4 Prohibited Transactions…Or Pay The Penalties

The phrase "prohibited transactions" may seem threatening and cause worry among self-directed investors seeking to stay out of trouble with the IRS. In reality, it is quite simple and painless to dodge any penalty that comes with a prohibited transaction. The penalty incurred from a prohibited transaction is immediate distribution of the asset [...]

2019-08-22T10:13:50-05:00 August 22nd, 2019|How To|

Free Webinar: Recession Protection with your Checkbook IRA

As you continue to see headlines and articles about a potential upcoming recession, your preparation for this scenario becomes that much more paramount. You saw how it worked out for those who were exclusively tied up in the stock market back in 2008. The damage done to thousands of retirement accounts was catastrophic, [...]

2019-08-22T15:09:22-05:00 August 22nd, 2019|Current Headlines, Financial News|

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

Contact Our Self-Directed Experts

[gravityform id="18" title="false" description="false"]

Join Our Newsletter!


Contact Our Self-Directed Experts