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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 Courage to Diversify – A Brief History of the Self Directed IRA

When you learn about the history of a Self Directed IRA (and retirement accounts in general), you will get grounded in the facts. This way you'll be able to parse a lot of what's written about Self Directed IRAs and know what is true, and whether there is validity in the critiques from the financial community.

2021-09-29T14:15:37-04:00 September 29th, 2021|Uncategorized|

Interesting Places For Retirement

Interesting Places For Retirement  Everybody thinks of retirement a little bit differently. Maybe you envision a beachfront, a café with a good novel, or a trip to the nursery to finally get that bicolor butterfly bush you always wanted. Whatever you see, there will always be a practical question beside it. Where is the best place for me [...]

2021-04-26T15:30:00-04:00 April 26th, 2021|Uncategorized|

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|

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|

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|

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.