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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.

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, [...]

2019-10-03T10:31:33-04:00 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 [...]

2021-02-17T15:18:35-05:00 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 [...]

2019-09-11T13:59:59-04:00 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|

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 [...]

2019-08-22T10:13:50-04:00 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, [...]

2019-08-22T15:09:22-04:00 August 22nd, 2019|Current Headlines, Financial News|

A Self-Directed IRA is Your Security Against Dow Jones Plunges

The sky, I mean, the Dow is falling. After dropping by 800 points yesterday (the fourth largest single-day drop on record), The Dow Jones Industrial Average is igniting early signs of panic for investors. The gravest warning sign amid the carnage yesterday came from the inverted yield curve in the bond markets. This [...]

2019-08-21T12:31:18-04:00 August 15th, 2019|Current Headlines, Financial News|

Keep-in-Mind Content: 8/9 – 8/15

Welcome to Keep-in-Mind content! We scoured the Internet for useful pieces of news and information that could potentially help you toward your next great investment. It all can start with one tip or point in the right direction, so every week we gather a few links that we think could be of interest [...]

2019-08-15T14:29:05-04:00 August 15th, 2019|Uncategorized|

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

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