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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

How To

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

Investing in Cryptocurrency in Your IRA

The cryptocurrency world is booming. Although digital assets are a relatively new asset class, interest is running high, especially among crypto and internet-savvy investors. Investing your retirement account in digital assets such as cryptocurrency is a unique opportunity that can diversify your portfolio and potentially offer substantial returns. However, there is no reward without risk. [...]

2021-11-24T17:15:23-05:00 November 24th, 2021|Cryptocurrency, How To|

How To Designate Beneficiaries in a 401(k)

Sometimes you think you’ve done everything right and it still doesn’t work out. That can easily be the case when designating Solo 401(k) beneficiaries. The ERISA rules possess a little known application that can play major havoc when it comes to inheritance. If you’re growing your retirement funds with a Solo 401(k), make sure that this aspect of your paperwork is properly addressed. The Good [...]

2021-10-27T11:47:36-04:00 October 27th, 2021|How To|

Investing in Promissory Notes With a Self Directed IRA

One of the lesser known investment assets enabled by a Self Directed IRA is the promissory note. Let’s break down how a promissory note works, how a Self Directed IRA can invest in one, and what are some of the pitfalls that should be avoided.  What is a Promissory Note? A promissory note is in its essence a bill of debt. The investor gives [...]

2021-08-25T14:44:14-04:00 August 25th, 2021|Financial News, How To, Real Estate Investing|

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|

Keep-in-Mind Content: 6/21 – 6/27

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 [...]

2019-06-27T13:37:29-04:00 June 27th, 2019|Cryptocurrency, Current Headlines, How To, Real Estate Investing|

Best Option For Buying Bitcoin With Your IRA

Bitcoin's ever-rising price has people in a frenzy. Either they're scrambling to figure out how they can get in on the crypto's seemingly unstoppable ascent. Or they're in a frenzy because they can't contain their excitement about how great their previous investment in bitcoin is looking. You can be a member of both [...]

2019-06-27T13:34:33-04:00 June 27th, 2019|Cryptocurrency, How To|

Connecting Your Future to Your Present

By Brian Boisier Here at Broad Financial, we're often asked to describe what we do, since Self-Directed IRAs are such a little known commodity in the retirement investing spectrum. And the description I keep coming back to is: We are enablers.  And no, not the kind of enablers you might be thinking of.  Enablers [...]

2019-03-20T15:02:27-04:00 March 20th, 2019|How To|

What You Should Know About Foreclosure Investments

You may have heard that foreclosure investment is a great way to make money on real estate. It is possible to secure a property at 30%-60% below its actual value, and with foreclosures, you are dealing with owners who are letting go of the property because they can no longer afford to pay the [...]

2019-03-13T10:32:43-04:00 March 12th, 2019|How To, Real Estate Investing|

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