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.
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 [...]
Along with choosing the right cake and flowers, newlyweds should be aware of how saying "I Do" affects their tax situation and retirement planning.
Brushing up on the basics can never hurt. Learn all the ins-and-outs of investing for your retirement with a Traditional IRA, a Custodial IRA, and a Checkbook IRA. Find out which one is right for your specific needs, as well as all the opportunities each one can provide you. You may be [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
As most know, there are two types of IRAs. Most people have is what’s called a traditional IRA or a tax-deferred IRA. There are no capital gain taxes in an IRA. However, with a traditional IRA, you will eventually pay the taxman. You may not do it until you're 72, when you are required [...]
In the next few weeks, we will be going over some of the more popular investment options for Self-Directed IRAs and Solo 401(k)s. Today, our focus is on private businesses: First private, and then public. That’s the dream, right? Your old college roommate is starting a killer new app that’s going to revolutionize the [...]
