Broad Financial
Checkbook Control IRA: Taking the Standard Self-Directed IRA to the Next Level
You're in Control.  Not the Custodian.
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The Ultimate Checkbook IRA
How Does it Work?

1

When you apply for a Checkbook IRA, Broad Financial will set up a LLC for your IRA and appoint you as the non-compensated manager.

2

Once the LLC is set up, you can then go to the bank of your choosing and open a checking account in the name of the LLC.

3

This checking account and its accompanying checkbook will now function as your investing platform. If you want to purchase an asset for your IRA, just write a check.

4

You have the power invest where you see fit. NO paperwork hassle, and NO extraneous fees to custodians.
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Total Control
  •  True Diversity: Diversify your retirement savings into numerous options beyond Wall Street, including real estate, gold, and more.
  •  Confidence In Your Investments: Invest in areas where you have personal knowledge and understanding, instead of relying on a bank or brokerage firm’s choices.
  •  Less Fees: You directly manage your investments without having to go through your custodian for each and every change.
We Pride Ourselves on Customer Satisfaction

Timothy
“Broad Financial helped me to quickly set up an IRA LLC. They were very knowledgeable and a pleasure to work with.”
Curtis
“Awesome experience! From someone with a technical background and no real hands on financial experience, I felt very comfortable with Broad Financial's help guiding me through the process. I am very pleased with the results. Thanks!”
Video: What Can You Invest in With a Self-Directed Checkbook IRA?

      How We Set Up a Broad Financial Checkbook Control Self-Directed IRA, Step-by-Step
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