Education Center

Education Center 2017-02-07T17:55:58+00:00

Self-directed retirement plans, like self-directed IRAs and Solo 401(k)s, are powerful investment tools. Their growing popularity means it can be difficult to find accurate, up-to-date information. Because a self-directed investment leans more heavily on the investor’s personal expertise, you naturally want to learn as much as you can about how to maximize and secure your financial future.

The Broad Financial Education Center is a carefully curated library of information, resources, and tools to help you better understand this amazing investment opportunity. If you still have questions, please don’t hesitate to contact one of our specialists by calling (800) 395-5200 or filling out the short contact form to the right.

Educational Articles

Our collection of educational articles hosts dozens of resources on self-directed IRAs, Solo 401(k)s, checkbook control, alternative investments like real estate and gold, taxes on retirement accounts, and more. These articles will help you with everything from understanding the basics of a self-directed IRA, to learning how and when to fill out the necessary tax forms for your retirement account.


Self-directed retirement accounts are relatively new to the market, but they’ve also been kept under cover by banks and institutions that want to keep your investments in Wall Street. Since the market floundered in 2008, however, more and more investors have been asking questions about security, diversification, and control. You will find the answers to most of those questions on the Broad Financial FAQ page.

Resources and Tools

Self-directed retirement platforms usually appeal to entrepreneurs and DIY-types. Your experience or expertise in real estate, precious metals, or business will help you grow your self-directed retirement saving.

However, should you require any assistance, a Broad Financial specialist is always just a phone call away to answer any questions. We also continue to collect valuable resources and tools to help you figure it out on your own time. We know how you are.