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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

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

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 [...]

2019-09-19T16:23:42-04:00 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|

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|

Keep-in-Mind Content: 8/2 – 8/8

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 [...]

2019-08-08T14:58:59-04:00 August 8th, 2019|Uncategorized|

Keep-in-Mind Content: 7/26 – 8/1

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 [...]

2019-08-01T15:13:57-04:00 August 1st, 2019|Uncategorized|

The Most Overlooked Aspect of a Self-Directed IRA Plan

After all the research you’ve conducted into Self-Directed IRA plans, you’re almost there — but possibly still missing one key factor to make your decision choosing the right Self-Directed company. Obviously, understanding each company’s fees is very important. Also important is whether or not the company offers Checkbook Control. But there’s something during this [...]

2019-07-25T17:24:22-04:00 July 25th, 2019|Uncategorized|

Keep-in-Mind Content: 7/19 – 7/25

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 [...]

2019-07-25T13:42:31-04:00 July 25th, 2019|Uncategorized|

A Comparison of Bitcoin IRA Fees (Medium Article)

Fees can make or break your Bitcoin IRA, so be sure to know how your custodian structures its fee schedule. Rates that escalate as the value of your bitcoin investment increases will only hinder how much money you can actually make. With Broad Financial, flat-rate fees allow for more money going back into your [...]

2019-09-17T13:21:11-04:00 July 23rd, 2019|Uncategorized|

Keep-in-Mind Content: 7/11 – 7/18

Americans favor real estate over stocks for long-term investment, analysis says. The data is finally starting to back up the logic. This is a special edition of Keep-in-Mind Content that will exclusively highlight the above linked article which is about the preference of many Americans to invest in real estate as opposed to [...]

2019-07-18T16:22:01-04:00 July 18th, 2019|Real Estate Investing, Uncategorized|

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