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Due to the current situation, please be advised that checks will take longer than usual to be processed.

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

Free Webinars

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

Free Webinars 2020-08-28T10:40:57-05:00

All of Broad Financial’s Webinars, Both Upcoming and Replays


Webinar On-Demand: 

Crypto in Your IRA

Join us as we discuss the unique structure of Broad Financial’s Bitcoin IRA that allows our investors to access their retirement money to invest in all types of cryptocurrencies with:

• No Minimums
• Maximum Flexibility
• YOU Get to Hold the Keys
• Low Flat-Rate Fees
• No Asset-Based Fees

Register Here!


Available On-Demand

Crypto in Your IRA

Our everyday lives have changed as more and more people are looking into alternative investments and alternative ways of investing.

Join us to learn how you can access your retirement money to invest in all types of cryptocurrencies with fixed, low-cost fees, with maximum flexibility, including preferred storage and security solutions.

Register to Watch!


Available On-Demand
How To Buy Real Estate with Your IRA or 401(k)

Join us as we go into how investors are using real estate in their retirement accounts to hedge against the stock market and truly diversify.

  • How you can utilize an existing IRA or 401(k) to purchase real estate
  • How the rollover process works
  • Which type of Self-Directed IRA is best for you based on your investment strategy
  • The types of real estate you can invest in

Register to Watch Replay!

Webinar: How To Buy Real Estate With Your IRA or 401(k)

Watch On-Demand

Why Broad Financial Offers the Best Self-Directed IRA Options

Join us as we discuss the unique structure of Broad Financial and Madison Trust Company that allows us to offer the best Self-Directed IRA based on your investing needs, not ours.

Register Now!


On-Demand, from Wednesday, December 11th:
Why You Should Consider a Self-Directed Solo 401(k) If You’re Self-Employed

Join “The Ultimate Self-Directed IRA” author Jeff Astor as he discusses all things Solo 401(k)s, including:

  • How to qualify
  • Why choosing the right plan administrator is incredibly important
  • Unique benefits of a Solo 401(k)
  • Why choosing a Checkbook Solo 401(k) opens the account holder up to almost all investment options

Watch On-Demand!


On-Demand

Why Investors Are Establishing Checkbook IRAs

Join us to find out the main reasons and investing strategies that are leading to countless investors to open Checkbook IRAs or Solo 401(k)s in order to unleash the earning potential in their tax-advantaged retirement accounts.

Register To Watch!


Security, Wealth Building, and Diversification

Security, Wealth Building, and Diversification with a Self-Directed IRA

Jeff Astor dives into how truly diversifying with alternatives assets through a Self-Directed IRA can build a foundation of security and wealth.

Watch Recording


Putting Bitcoin & Cryptocurrencies In Your IRA or 401k

How you can use a Self-Directed IRA or Solo 401(k) with Checkbook Control to invest in any kind of cryptocurrency, and hold your own private keys.

Watch Recording

Putting Bitcoin & Cryptocurrencies In Your IRA or 401k

Real Estate Investing with a Self-Directed IRA

Real Estate Investing with Self-Directed IRAs

How real estate investors are using their retirement money to fund projects and invest in all types of real estate ventures.

Watch Recording


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

Contact Our Self-Directed Experts

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