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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


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

The Taxpayer Bill of Rights – Part 2

Last week we started a discussion about the Taxpayer’s Bill of Rights. This is an official IRS document that outlines what taxpayers can expect in the way of fair treatment. The first half of the list focused on elements of the product and the system. Now we’ll jump into the second half of the list which covers some more fundamental rights, as well as one that functions as an obvious olive branch.

2021-03-24T16:54:15-04:00 March 24th, 2021|Financial News, Uncategorized|

The Taxpayer Bill of Rights – Part 1

When you open a Self Directed IRA, one of the great side benefits is getting educated about tax law. You find out how retirement benefits work, the ins and outs of Prohibited Transactions, and different applications of filing. What happens, though, when the system breaks down? We’ve all felt general annoyance with the IRS, [...]

2021-02-23T11:36:55-05:00 February 23rd, 2021|Uncategorized|

Solo 401(k) – New 2020 Deadlines

Tax code can be confusing but that shouldn’t stop you from getting the maximum benefit. Let’s break down a recent tax change involving the new Solo 401(k) deadline and clarify what it means for you. (If you happen to enjoy tax law in all of its glorious complexity, you can check out the original Congressional bill here. Pay particular attention to Sec. 201.) Two Types of Solo 401(k) Contributions The Solo 401(k) [...]

2020-11-17T16:10:15-05:00 November 17th, 2020|Current Headlines, Financial News|

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 [...]

2020-10-22T12:42:25-04:00 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, [...]

2019-10-03T10:31:33-04:00 October 3rd, 2019|Uncategorized|

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

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