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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 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 [...]

2019-12-20T13:16:28-05:00 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|

Let’s Talk About Self-Directed IRA Fees

"Big Name Custodian" vs. Broad Financial You never want to describe your Self-Directed IRA fees with a word that starts with the letter “E”: exorbitant…egregious…escalating. These are all words that appear in reviews on the Better Business Bureau website for a big name custodian. I'll refer to them as just that throughout this piece. [...]

2020-07-16T13:25:43-04:00 June 25th, 2019|Uncategorized|

Avoid the Losing Side of the U.S.-China Trade War

By Alex Mednick Don't get caught in the crossfire. The stock market has taken a dive across the board as the tariffs on Chinese imports have increased from 10% to 25%. The Dow, S&P 500, & Nasdaq all fell by 1.5% as investors seem to be preparing for a prolonged trade dispute between the [...]

2019-05-30T10:54:17-04:00 May 30th, 2019|Uncategorized|

A Redditor’s Experience Buying Bitcoin in an IRA

One of our most successful "marketing campaigns" is one we never paid for or even did. It's a post by a client on Reddit. This client, whose name we don't even know (he uses an alias on Reddit), compared us, Broad Financial, to Bitcoin IRA. He goes into detail about each side and concludes that [...]

2019-10-07T17:21:36-04:00 July 10th, 2018|Uncategorized|

Top 5 Retirement Funds to Steer Clear From

CBS’s American Investor – An innovative new fund that rises and falls according to the whims of America’s financially sophisticated tweens and their tweets. “OMG – Kim is doing DK, I am so investing in that!” The Bloomberg Hedge – A fixed-income offering tied to His Honor’s hairline. (Currently, the financial community is going [...]

2018-08-22T07:49:24-04:00 June 12th, 2012|Uncategorized|

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